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 MANAGEMENT8 years Service code 26 · EIN 46-2793932 | Advisory (Participants) | $73,569 |
WIPFLI LLP9+ years Service code 14 P.O. BOX 8010 · MILWAUKEE, WI 53210 | Plan Administrator | $71,981 |
CLIFTONLARSONALLEN LLP9+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 P.O. BOX 547 · TOMAH, WI 54660 | Accounting | $12,075 |
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 | $108,690 | $47,126+130.6% | $149,673-27.4% | $74,419+46.1% |
| Participation rate | 78.5% | 63.4%+15.1pp | 78.8%-0.3pp | 70.7%+7.7pp |
| Annual return | 19.72% | 22.75%-3.0pp | 134.42%-114.7pp | 34.38%-14.7pp |
| Employer contribution / active EE | $2,759 | $1,905+44.8% | $4,818-42.7% | $2,637+4.6% |
| Participant deferral / active EE | $5,780 | $2,728+111.9% | $5,680+1.8% | $4,528+27.6% |
| Admin fee / account holder | $326 | $343-4.7% | $13,210-97.5% | $348-6.1% |