Filed November 30, 2009
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 MANAGEMENT4 years Service code 26 · EIN 46-2793932 | Advisory (Participants) | $61,879 |
WIPFLI LLP5+ years Service code 14 P.O. BOX 8010 · MILWAUKEE, WI 53210 | Plan Administrator | $49,983 |
CLIFTONLARSONALLEN LLP5+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 P.O. BOX 547 · TOMAH, WI 54660 | Accounting | $7,930 |
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 | $79,864 | $62,928+26.9% | $172,739-53.8% | $67,579+18.2% |
| Participation rate | 79.8% | 64.5%+15.4pp | 82.6%-2.8pp | 71.3%+8.5pp |
| Annual return | 22.80% | 30.36%-7.6pp | 802.84%-780.0pp | 378.56%-355.8pp |
| Employer contribution / active EE | $2,402 | $1,636+46.8% | $5,143-53.3% | $2,148+11.8% |
| Participant deferral / active EE | $4,917 | $2,145+129.2% | $5,198-5.4% | $3,539+38.9% |
| Admin fee / account holder | $257 | $167+54.3% | $13,954-98.2% | $142+80.7% |