Filed November 9, 2005 (most recent of 2 filings on file)
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 10-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 |
|---|---|---|
TRUST POINT INC5+ years Service code 15 · EIN 39-0415000 | Recordkeeping | $118,148 |
WIPFLI LLP5+ years Service code 10 · EIN 39-0758449 | Accounting | $9,750 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,064 | $69,159-0.1% | $125,175-44.8% | $67,579+2.2% |
| Participation rate | 86.5% | 78.2%+8.3pp | 79.8%+6.7pp | 71.3%+15.2pp |
| Annual return | 22.15% | 27.12%-5.0pp | 43.79%-21.6pp | 378.56%-356.4pp |
| Employer contribution / active EE | $744 | $2,023-63.2% | $3,865-80.8% | $2,148-65.4% |
| Participant deferral / active EE | $3,528 | $3,700-4.6% | $4,937-28.5% | $3,539-0.3% |
| Admin fee / account holder | $179 | $142+26.2% | $9,702-98.2% | $142+25.7% |