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 MANAGEMENT8+ years Service code 26 · EIN 46-2793932 | Advisory (Participants) | $30,086 |
WIPFLI LLP8+ years Service code 14 · EIN 39-0758449 | Plan Administrator | $24,815 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,591 | $82,978-18.5% | $129,995-48.0% | $71,457-5.4% |
| Participation rate | 92.4% | 74.1%+18.3pp | 78.5%+13.9pp | 67.9%+24.5pp |
| Annual return | 13.74% | 20.60%-6.9pp | -137.18%+150.9pp | 28.85%-15.1pp |
| Employer contribution / active EE | $1,723 | $2,622-34.3% | $4,320-60.1% | $2,588-33.4% |
| Participant deferral / active EE | $5,165 | $4,432+16.5% | $5,820-11.3% | $4,289+20.4% |
| Admin fee / account holder | $283 | $1,729-83.7% | $10,614-97.3% | $1,587-82.2% |