Filed January 5, 2012
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 7-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 |
|---|---|---|
ESOP PARTNERS LLC1 year Service code 15 · EIN 20-5396546 3701 E. EVERGREEN DR., SUITE 600 · APPLETON, WI 54913 | Recordkeeping | $6,600 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,460 | $71,802-40.9% | $133,980-68.3% | $57,658-26.4% |
| Participation rate | 95.9% | 85.5%+10.4pp | 87.1%+8.8pp | 70.2%+25.7pp |
| Annual return | 20.72% | 13.51%+7.2pp | 29.30%-8.6pp | 5.13%+15.6pp |
| Employer contribution / active EE | $1,846 | $3,161-41.6% | $5,211-64.6% | $1,974-6.5% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $12 | $88-86.6% | $9,324-99.9% | $95-87.6% |