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 MANAGEMENT6+ years Service code 26 · EIN 46-2793932 | Advisory (Participants) | $28,755 |
WIPFLI LLP6+ years Service code 14 · EIN 39-0758449 | Plan Administrator | $21,129 |
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 | $70,926 | $93,182-23.9% | $146,665-51.6% | $79,386-10.7% |
| Participation rate | 89.7% | 76.4%+13.3pp | 80.1%+9.6pp | 70.7%+19.0pp |
| Annual return | 21.33% | 21.61%-0.3pp | 22.74%-1.4pp | 116.85%-95.5pp |
| Employer contribution / active EE | $1,259 | $2,420-48.0% | $4,136-69.6% | $2,427-48.1% |
| Participant deferral / active EE | $4,049 | $4,169-2.9% | $5,506-26.5% | $4,046+0.1% |
| Admin fee / account holder | $277 | $585-52.6% | $10,280-97.3% | $626-55.8% |