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 MANAGEMENT6+ years Service code 27 2420 RIVERS EDGE DR · ALTOONA, WI 54720 | Advisory (Plan) | $97,991 |
MILLIMAN, INC.5 years Service code 15 · EIN 91-0675641 | Recordkeeping | $72,371 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $17,691 |
CHARLES SCHWAB & CO., INC.6+ years Service code 19 · EIN 94-1737782 | 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 | $74,419 | $111,608-33.3% | $177,821-58.1% | $73,409+1.4% |
| Participation rate | 98.3% | 87.9%+10.4pp | 87.7%+10.5pp | 72.2%+26.1pp |
| Annual return | 15.19% | 18.23%-3.0pp | 48.32%-33.1pp | 59.29%-44.1pp |
| Employer contribution / active EE | $3,539 | $3,796-6.8% | $5,918-40.2% | $2,234+58.4% |
| Participant deferral / active EE | $6,053 | $6,199-2.4% | $7,714-21.5% | $3,805+59.0% |
| Admin fee / account holder | $237 | $166+43.2% | $12,427-98.1% | $158+50.2% |