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 MANAGEMENT6+ years Service code 26 · EIN 46-2793932 | Advisory (Participants) | $41,447 |
WIPFLI LLP6+ years Service code 14 · EIN 39-0758449 | Plan Administrator | $22,155 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,646 | $52,293+21.7% | $178,490-64.3% | $73,409-13.3% |
| Participation rate | 96.2% | 65.3%+30.9pp | 81.9%+14.3pp | 72.2%+24.1pp |
| Annual return | 14.24% | 34.75%-20.5pp | 151.07%-136.8pp | 59.29%-45.1pp |
| Employer contribution / active EE | $1,818 | $1,735+4.8% | $5,011-63.7% | $2,234-18.6% |
| Participant deferral / active EE | $3,843 | $2,332+64.8% | $5,202-26.1% | $3,805+1.0% |
| Admin fee / account holder | $195 | $127+52.7% | $13,984-98.6% | $158+23.2% |