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 LLC4 years Service code 15 · EIN 20-5396546 3701 E. EVERGREEN DR., SUITE 600 · APPLETON, WI 54913 | Recordkeeping | $5,900 |
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 | $43,178 | $88,515-51.2% | $162,163-73.4% | $67,579-36.1% |
| Participation rate | 96.3% | 86.8%+9.5pp | 87.6%+8.8pp | 71.3%+25.0pp |
| Annual return | 12.12% | 27.04%-14.9pp | 115.59%-103.5pp | 378.56%-366.4pp |
| Employer contribution / active EE | $2,051 | $3,563-42.4% | $5,614-63.5% | $2,148-4.5% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $7,298-100.0% | $3,539-100.0% |
| Admin fee / account holder | $11 | $124-91.2% | $10,843-99.9% | $142-92.3% |