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 LLC2 years 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 | $126,153 | $55,002+129.4% | $59,878+110.7% | $56,287+124.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.7%+25.3pp | 69.9%+30.1pp |
| Annual return | -1.73% | 1.13%-2.9pp | 3.46%-5.2pp | -9.96%+8.2pp |
| Employer contribution / active EE | $5,924 | $2,448+142.0% | $2,722+117.7% | $2,111+180.6% |
| Participant deferral / active EE | $6,581 | $3,121+110.9% | $3,402+93.5% | $3,350+96.5% |
| Admin fee / account holder | $23 | $236-90.3% | $3,590-99.4% | $521-95.6% |