Filed January 6, 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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $128,116 |
Service code 27 · EIN 33-0818667 | Advisory (Plan) | $65,954 |
WIPFLI LLP2 years Service code 10 · EIN 39-0758449 | Accounting | $15,370 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,064 | $123,077+94.2% | $116,228+105.7% | $102,872+132.4% |
| Participation rate | 98.1% | 87.0%+11.1pp | 74.6%+23.6pp | 73.0%+25.1pp |
| Annual return | 17.19% | 15.84%+1.3pp | 90.06%-72.9pp | 19.06%-1.9pp |
| Employer contribution / active EE | $10,209 | $4,380+133.1% | $2,994+240.9% | $3,526+189.5% |
| Participant deferral / active EE | $9,895 | $6,746+46.7% | $4,953+99.8% | $5,535+78.8% |
| Admin fee / account holder | $121 | $115+5.0% | $11,989-99.0% | $292-58.5% |