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 INC9+ years Service code 15 · EIN 39-0415000 | Recordkeeping | $149,568 |
WIPFLI LLP1 year Filed as: WIPFLI Service code 10 · EIN 39-0758449 | Accounting | $13,500 |
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 | $78,040 | $91,372-14.6% | $129,995-40.0% | $74,419+4.9% |
| Participation rate | 86.0% | 77.8%+8.2pp | 78.5%+7.5pp | 70.7%+15.3pp |
| Annual return | 14.87% | 23.21%-8.3pp | -137.18%+152.0pp | 34.38%-19.5pp |
| Employer contribution / active EE | $1,544 | $2,563-39.8% | $4,320-64.3% | $2,637-41.5% |
| Participant deferral / active EE | $4,479 | $4,721-5.1% | $5,820-23.0% | $4,528-1.1% |
| Admin fee / account holder | $211 | $283-25.5% | $10,614-98.0% | $348-39.3% |