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 LLP2 years Filed as: WIPFLI FINANCIAL LLC Service code 26 · EIN 39-1947134 | Advisory (Participants) | $25,542 |
WIPFLI LLP2 years Service code 15 · EIN 39-0758449 | Recordkeeping | $17,894 |
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 | $59,398 | $98,982-40.0% | $162,163-63.4% | $65,185-8.9% |
| Participation rate | 95.0% | 85.8%+9.2pp | 87.6%+7.4pp | 70.2%+24.8pp |
| Annual return | 21.25% | 24.84%-3.6pp | 115.59%-94.3pp | 29.38%-8.1pp |
| Employer contribution / active EE | $1,134 | $3,467-67.3% | $5,614-79.8% | $2,177-47.9% |
| Participant deferral / active EE | $4,821 | $5,384-10.5% | $7,298-33.9% | $3,514+37.2% |
| Admin fee / account holder | $374 | $596-37.2% | $10,843-96.5% | $847-55.8% |