Filed April 26, 2007
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ORGEL WEALTH MANAGEMENT11+ years Service code 26 · EIN 46-2793932 | Advisory (Participants) | $106,335 |
MILLIMAN, INC.5 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $103,376 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $91 |
Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,350 | $56,767+110.2% | $101,794+17.2% | $85,563+39.5% |
| Participation rate | 92.9% | 57.6%+35.3pp | 69.2%+23.7pp | 66.0%+26.9pp |
| Annual return | 15.76% | 17.76%-2.0pp | 30.53%-14.8pp | 31.51%-15.8pp |
| Employer contribution / active EE | $3,400 | $1,112+205.7% | $2,289+48.5% | $2,654+28.1% |
| Participant deferral / active EE | $5,770 | $2,720+112.1% | $4,084+41.3% | $4,375+31.9% |
| Admin fee / account holder | $260 | $1,098-76.3% | $8,777-97.0% | $834-68.8% |