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 MANAGEMENT7 years Service code 26 · EIN 46-2793932 | Advisory (Participants) | $72,589 |
WIPFLI LLP8+ years Service code 14 P.O. BOX 8010 · MILWAUKEE, WI 53210 | Plan Administrator | $66,222 |
CLIFTONLARSONALLEN LLP8+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 P.O. BOX 547 · TOMAH, WI 54660 | Accounting | $10,495 |
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 | $87,577 | $46,292+89.2% | $143,757-39.1% | $64,808+35.1% |
| Participation rate | 75.3% | 64.2%+11.1pp | 80.3%-5.0pp | 71.5%+3.9pp |
| Annual return | -16.71% | -10.05%-6.7pp | -0.04%-16.7pp | 32.82%-49.5pp |
| Employer contribution / active EE | $2,343 | $1,910+22.7% | $4,951-52.7% | $2,506-6.5% |
| Participant deferral / active EE | $4,969 | $2,646+87.8% | $5,637-11.8% | $4,310+15.3% |
| Admin fee / account holder | $310 | $154+101.7% | $14,673-97.9% | $188+65.1% |