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 MANAGEMENT4+ years Service code 26 · EIN 46-2793932 | Advisory (Participants) | $36,087 |
WIPFLI LLP4+ years Service code 14 · EIN 39-0758449 | Plan Administrator | $20,932 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,307 | $37,196+27.2% | $154,107-69.3% | $55,725-15.1% |
| Participation rate | 96.8% | 64.1%+32.7pp | 83.0%+13.8pp | 70.9%+26.0pp |
| Annual return | -2.57% | 1319.68%-1322.2pp | 735.12%-737.7pp | 244.93%-247.5pp |
| Employer contribution / active EE | $1,666 | $1,614+3.2% | $5,298-68.6% | $2,078-19.8% |
| Participant deferral / active EE | $3,714 | $2,068+79.6% | $5,081-26.9% | $3,356+10.7% |
| Admin fee / account holder | $190 | $102+87.5% | $13,411-98.6% | $115+65.3% |