Filed April 11, 2022 (most recent of 4 filings on file)
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 27 2420 RIVERS EDGE DR · ALTOONA, WI 54720 | Advisory (Plan) | $66,212 |
MILLIMAN, INC.3 years Service code 15 · EIN 91-0675641 | Recordkeeping | $62,037 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.4+ years Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
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 | $54,685 | $80,005-31.6% | $140,016-60.9% | $55,725-1.9% |
| Participation rate | 98.2% | 87.0%+11.2pp | 87.5%+10.7pp | 70.9%+27.3pp |
| Annual return | -5.31% | 0.46%-5.8pp | 651.12%-656.4pp | 244.93%-250.2pp |
| Employer contribution / active EE | $2,983 | $3,403-12.3% | $5,606-46.8% | $2,078+43.6% |
| Participant deferral / active EE | $4,929 | $5,264-6.4% | $6,927-28.8% | $3,356+46.9% |
| Admin fee / account holder | $193 | $116+66.7% | $10,705-98.2% | $115+67.4% |