Filed October 5, 2011
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.
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| Provider | Service type | Compensation |
|---|---|---|
WELL AND GOOD LLC2 years Service code 13 · EIN 27-0984119 1710 ADAMS ST · MADISON, WI 537112142 | Contract Administrator | $6,500 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,678 | $57,976+87.5% | $63,018+72.5% | $62,293+74.5% |
| Participation rate | 99.5% | 75.9%+23.6pp | 74.8%+24.7pp | 69.5%+30.0pp |
| Annual return | 12.99% | 17.54%-4.6pp | 87.62%-74.6pp | 28.90%-15.9pp |
| Employer contribution / active EE | $3,899 | $2,415+61.5% | $2,761+41.2% | $2,042+90.9% |
| Participant deferral / active EE | $4,428 | $2,956+49.8% | $3,330+33.0% | $3,169+39.7% |
| Admin fee / account holder | $22 | $276-91.9% | $3,601-99.4% | $479-95.3% |