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 LLC5 years Service code 15 · EIN 20-5396546 3701 E. EVERGREEN DR., SUITE 600 · APPLETON, WI 54913 | Recordkeeping | $4,325 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,273 | $111,608-67.5% | $177,821-79.6% | $73,409-50.6% |
| Participation rate | 96.4% | 87.9%+8.5pp | 87.7%+8.7pp | 72.2%+24.2pp |
| Annual return | -11.10% | 18.23%-29.3pp | 48.32%-59.4pp | 59.29%-70.4pp |
| Employer contribution / active EE | $2,267 | $3,796-40.3% | $5,918-61.7% | $2,234+1.5% |
| Participant deferral / active EE | $0 | $6,199-100.0% | $7,714-100.0% | $3,805-100.0% |
| Admin fee / account holder | $8 | $166-95.3% | $12,427-99.9% | $158-95.1% |