Filed July 20, 2006
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 MANAGEMENT1+ years Service code 26 · EIN 46-2793932 | Advisory (Participants) | $30,231 |
WIPFLI LLP1+ years Service code 14 · EIN 39-0758449 | Plan Administrator | $15,597 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,588 | $37,117+60.5% | $147,614-59.6% | $55,191+8.0% |
| Participation rate | 57.1% | 63.6%-6.5pp | 84.6%-27.5pp | 69.2%-12.0pp |
| Annual return | 0.54% | 3.44%-2.9pp | 61.98%-61.4pp | 10.78%-10.2pp |
| Employer contribution / active EE | $1,038 | $1,620-35.9% | $5,564-81.3% | $1,899-45.3% |
| Participant deferral / active EE | $2,452 | $1,985+23.5% | $4,895-49.9% | $3,046-19.5% |
| Admin fee / account holder | $197 | $86+130.5% | $11,611-98.3% | $91+117.2% |