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.
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 LLC3+ years Service code 16 · EIN 27-0984119 1710 ADAMS ST · MADISON, WI 537112142 | Consulting | $5,379 |
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 | $99,562 | $55,002+81.0% | $59,878+66.3% | $56,287+76.9% |
| Participation rate | 99.0% | 75.9%+23.1pp | 74.7%+24.3pp | 69.9%+29.1pp |
| Annual return | -2.65% | 1.13%-3.8pp | 3.46%-6.1pp | -9.96%+7.3pp |
| Employer contribution / active EE | $3,834 | $2,448+56.6% | $2,722+40.9% | $2,111+81.6% |
| Participant deferral / active EE | $4,488 | $3,121+43.8% | $3,402+31.9% | $3,350+34.0% |
| Admin fee / account holder | $20 | $236-91.6% | $3,590-99.5% | $521-96.2% |