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 MANAGEMENT3+ years Service code 26 · EIN 46-2793932 | Advisory (Participants) | $31,976 |
WIPFLI LLP3+ years Service code 14 · EIN 39-0758449 | Plan Administrator | $14,197 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,444 | $46,173+4.9% | $170,442-71.6% | $69,631-30.4% |
| Participation rate | 96.8% | 63.9%+32.9pp | 83.6%+13.2pp | 70.7%+26.1pp |
| Annual return | 15.50% | 21.62%-6.1pp | 205.93%-190.4pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $1,362 | $1,610-15.4% | $5,433-74.9% | $2,032-33.0% |
| Participant deferral / active EE | $3,127 | $2,080+50.3% | $4,939-36.7% | $3,224-3.0% |
| Admin fee / account holder | $157 | $116+35.0% | $13,880-98.9% | $110+41.7% |