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 MANAGEMENT9 years Service code 26 · EIN 46-2793932 | Advisory (Participants) | $85,840 |
WIPFLI LLP10+ years Service code 14 P.O. BOX 8010 · MILWAUKEE, WI 53210 | Plan Administrator | $81,752 |
CLIFTONLARSONALLEN LLP10+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 P.O. BOX 547 · TOMAH, WI 54660 | Accounting | $8,400 |
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 | $122,765 | $50,815+141.6% | $155,509-21.1% | $77,643+58.1% |
| Participation rate | 77.5% | 63.1%+14.4pp | 78.2%-0.7pp | 70.6%+7.0pp |
| Annual return | 13.86% | 34.80%-20.9pp | 64.67%-50.8pp | 31.24%-17.4pp |
| Employer contribution / active EE | $2,770 | $1,993+39.0% | $4,672-40.7% | $2,726+1.6% |
| Participant deferral / active EE | $5,934 | $2,822+110.3% | $5,626+5.5% | $4,647+27.7% |
| Admin fee / account holder | $351 | $437-19.7% | $15,912-97.8% | $430-18.5% |