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 MANAGEMENT10+ years Service code 26 · EIN 46-2793932 | Advisory (Participants) | $38,051 |
WIPFLI LLP10+ years Service code 14 · EIN 39-0758449 | Plan Administrator | $28,657 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,300 | $96,484-13.7% | $156,263-46.7% | $74,304+12.1% |
| Participation rate | 93.9% | 67.7%+26.2pp | 78.9%+15.0pp | 60.3%+33.5pp |
| Annual return | 10.55% | 17.73%-7.2pp | 59.47%-48.9pp | 29.43%-18.9pp |
| Employer contribution / active EE | $1,868 | $2,528-26.1% | $4,333-56.9% | $2,241-16.6% |
| Participant deferral / active EE | $5,287 | $4,286+23.4% | $6,158-14.1% | $3,767+40.3% |
| Admin fee / account holder | $307 | $3,728-91.8% | $14,255-97.8% | $2,969-89.7% |