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 LLC3 years Service code 15 · EIN 20-5396546 3701 E. EVERGREEN DR., SUITE 600 · APPLETON, WI 54913 | Recordkeeping | $6,075 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,210 | $80,005-49.7% | $140,016-71.3% | $55,725-27.8% |
| Participation rate | 97.1% | 87.0%+10.1pp | 87.5%+9.6pp | 70.9%+26.2pp |
| Annual return | -2.19% | 0.46%-2.6pp | 651.12%-653.3pp | 244.93%-247.1pp |
| Employer contribution / active EE | $2,202 | $3,403-35.3% | $5,606-60.7% | $2,078+5.9% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $11 | $116-90.6% | $10,705-99.9% | $115-90.6% |