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 INC10+ years Service code 15 · EIN 39-0415000 | Recordkeeping | $169,317 |
WIPFLI LLP2 years Filed as: WIPFLI Service code 10 · EIN 39-0758449 | Accounting | $16,000 |
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 | $80,459 | $89,436-10.0% | $164,813-51.2% | $77,643+3.6% |
| Participation rate | 89.3% | 78.6%+10.7pp | 78.6%+10.7pp | 70.6%+18.7pp |
| Annual return | 11.19% | 28.83%-17.6pp | 69.93%-58.7pp | 31.24%-20.1pp |
| Employer contribution / active EE | $1,554 | $2,569-39.5% | $4,341-64.2% | $2,726-43.0% |
| Participant deferral / active EE | $4,492 | $4,897-8.3% | $6,031-25.5% | $4,647-3.3% |
| Admin fee / account holder | $232 | $339-31.8% | $12,690-98.2% | $430-46.2% |