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 LLP3 years Filed as: WIPFLI FINANCIAL LLC Service code 26 · EIN 39-1947134 | Advisory (Participants) | $27,000 |
WIPFLI LLP3 years Service code 15 · EIN 39-0758449 | Recordkeeping | $19,349 |
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 | $70,274 | $123,793-43.2% | $177,821-60.5% | $79,858-12.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 14.35% | 22.82%-8.5pp | 48.32%-34.0pp | 31.71%-17.4pp |
| Employer contribution / active EE | $1,971 | $4,095-51.9% | $5,918-66.7% | $2,471-20.2% |
| Participant deferral / active EE | $4,999 | $5,956-16.1% | $7,714-35.2% | $3,740+33.7% |
| Admin fee / account holder | $400 | $7,243-94.5% | $12,427-96.8% | $5,306-92.5% |