Filed January 24, 2007
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 |
|---|---|---|
WELL AND GOOD LLC1 year Service code 27 · EIN 27-0984119 1710 ADAMS STREET · MADISON, WI 537112142 | Advisory (Plan) | $5,500 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,883 | $57,976+129.2% | $62,995+110.9% | $62,292+113.3% |
| Participation rate | 75.4% | 75.9%-0.6pp | 74.8%+0.6pp | 69.5%+5.9pp |
| Annual return | 14.91% | 17.54%-2.6pp | 87.57%-72.7pp | 28.90%-14.0pp |
| Employer contribution / active EE | $6,345 | $2,415+162.8% | $2,759+130.0% | $2,042+210.7% |
| Participant deferral / active EE | $6,459 | $2,956+118.5% | $3,329+94.0% | $3,169+103.8% |
| Admin fee / account holder | $17 | $276-93.8% | $3,600-99.5% | $479-96.4% |