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 MANAGEMENT7+ years Service code 26 · EIN 46-2793932 | Advisory (Participants) | $31,895 |
WIPFLI LLP7+ years Service code 14 · EIN 39-0758449 | Plan Administrator | $20,744 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,685 | $86,655-36.9% | $119,609-54.3% | $66,914-18.3% |
| Participation rate | 94.9% | 75.6%+19.4pp | 79.3%+15.7pp | 69.8%+25.1pp |
| Annual return | -16.59% | -8.00%-8.6pp | -14.97%-1.6pp | 1.58%-18.2pp |
| Employer contribution / active EE | $1,575 | $2,536-37.9% | $4,232-62.8% | $2,544-38.1% |
| Participant deferral / active EE | $4,594 | $4,358+5.4% | $5,602-18.0% | $4,237+8.4% |
| Admin fee / account holder | $263 | $755-65.1% | $10,323-97.5% | $593-55.6% |