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 MANAGEMENT9+ years Service code 26 · EIN 46-2793932 | Advisory (Participants) | $33,856 |
WIPFLI LLP9+ years Service code 14 · EIN 39-0758449 | Plan Administrator | $29,395 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $79,314 | $88,083-10.0% | $164,813-51.9% | $74,495+6.5% |
| Participation rate | 94.2% | 73.0%+21.1pp | 78.6%+15.6pp | 67.2%+27.0pp |
| Annual return | 23.89% | 17.26%+6.6pp | 69.93%-46.0pp | 1364.94%-1341.1pp |
| Employer contribution / active EE | $1,773 | $2,593-31.6% | $4,341-59.2% | $2,623-32.4% |
| Participant deferral / active EE | $5,431 | $4,498+20.7% | $6,031-10.0% | $4,346+25.0% |
| Admin fee / account holder | $303 | $2,234-86.4% | $12,690-97.6% | $1,942-84.4% |