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 LLC2 years Service code 15 · EIN 20-5396546 3701 E. EVERGREEN DR., SUITE 600 · APPLETON, WI 54913 | Recordkeeping | $4,750 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,705 | $81,537-45.2% | $149,718-70.1% | $69,631-35.8% |
| Participation rate | 95.8% | 86.1%+9.7pp | 87.1%+8.8pp | 70.7%+25.2pp |
| Annual return | 8.98% | 22.79%-13.8pp | 1501.63%-1492.6pp | 27571.02%-27562.0pp |
| Employer contribution / active EE | $2,087 | $3,239-35.6% | $5,445-61.7% | $2,032+2.7% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,569-100.0% | $3,224-100.0% |
| Admin fee / account holder | $8 | $107-92.1% | $11,283-99.9% | $110-92.4% |