Filed June 25, 2024 (most recent of 2 filings on file)
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 |
|---|---|---|
WIPFLI LLP1 year Filed as: WIPFLI FINANCIAL LLC Service code 26 · EIN 39-1947134 | Advisory (Participants) | $24,229 |
WIPFLI LLP1 year Service code 15 · EIN 39-0758449 | Recordkeeping | $12,046 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $47,647 | $79,523-40.1% | $140,016-66.0% | $56,287-15.3% |
| Participation rate | 88.2% | 85.7%+2.5pp | 87.5%+0.7pp | 69.9%+18.3pp |
| Annual return | -5.02% | 2.39%-7.4pp | 651.12%-656.1pp | -9.96%+4.9pp |
| Employer contribution / active EE | $979 | $3,350-70.8% | $5,606-82.5% | $2,111-53.6% |
| Participant deferral / active EE | $4,113 | $5,129-19.8% | $6,927-40.6% | $3,350+22.8% |
| Admin fee / account holder | $321 | $614-47.7% | $10,705-97.0% | $521-38.4% |