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 MANAGEMENT2+ years Service code 26 · EIN 46-2793932 | Advisory (Participants) | $32,121 |
WIPFLI LLP2+ years Service code 14 · EIN 39-0758449 | Plan Administrator | $11,721 |
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 | $68,111 | $36,916+84.5% | $156,549-56.5% | $57,658+18.1% |
| Participation rate | 56.6% | 63.4%-6.8pp | 84.0%-27.4pp | 70.2%-13.6pp |
| Annual return | 12.19% | 12.38%-0.2pp | 32.23%-20.0pp | 5.13%+7.1pp |
| Employer contribution / active EE | $1,143 | $1,571-27.2% | $5,501-79.2% | $1,974-42.1% |
| Participant deferral / active EE | $2,631 | $1,926+36.6% | $4,871-46.0% | $3,061-14.0% |
| Admin fee / account holder | $245 | $82+196.9% | $13,027-98.1% | $95+159.1% |