Filed November 7, 2004
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 MANAGEMENT5+ years Service code 26 · EIN 46-2793932 | Advisory (Participants) | $22,738 |
WIPFLI LLP5+ years Service code 14 · EIN 39-0758449 | Plan Administrator | $15,623 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,992 | $81,474-28.8% | $133,956-56.7% | $73,488-21.1% |
| Participation rate | 90.2% | 76.4%+13.8pp | 79.8%+10.3pp | 70.7%+19.5pp |
| Annual return | 9.48% | 19.40%-9.9pp | 45.09%-35.6pp | 28.51%-19.0pp |
| Employer contribution / active EE | $764 | $2,209-65.4% | $3,919-80.5% | $2,270-66.3% |
| Participant deferral / active EE | $3,356 | $3,786-11.4% | $5,048-33.5% | $3,740-10.3% |
| Admin fee / account holder | $222 | $713-68.9% | $8,927-97.5% | $513-56.8% |