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 MANAGEMENT6 years Service code 26 · EIN 46-2793932 | Advisory (Participants) | $80,723 |
WIPFLI LLP7+ years Service code 14 P.O. BOX 8010 · MILWAUKEE, WI 53210 | Plan Administrator | $60,187 |
CLIFTONLARSONALLEN LLP7+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 P.O. BOX 547 · TOMAH, WI 54660 | Accounting | $8,703 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,677 | $56,485+80.0% | $185,823-45.3% | $86,799+17.1% |
| Participation rate | 76.5% | 65.5%+11.0pp | 81.7%-5.2pp | 72.3%+4.2pp |
| Annual return | 16.55% | 118.04%-101.5pp | 122.05%-105.5pp | 97.91%-81.4pp |
| Employer contribution / active EE | $2,326 | $1,843+26.2% | $5,167-55.0% | $2,405-3.3% |
| Participant deferral / active EE | $4,817 | $2,553+88.7% | $5,568-13.5% | $4,131+16.6% |
| Admin fee / account holder | $310 | $150+107.1% | $16,237-98.1% | $170+82.7% |