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 LLP4 years Filed as: WIPFLI FINANCIAL LLC Service code 26 · EIN 39-1947134 | Advisory (Participants) | $31,476 |
WIPFLI LLP4 years Service code 15 · EIN 39-0758449 | Recordkeeping | $25,430 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,883 | $121,341-40.8% | $189,513-62.1% | $79,386-9.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.8%+12.2pp | 70.7%+29.3pp |
| Annual return | 16.34% | 21.08%-4.7pp | 555.15%-538.8pp | 116.85%-100.5pp |
| Employer contribution / active EE | $1,929 | $3,915-50.7% | $6,162-68.7% | $2,427-20.5% |
| Participant deferral / active EE | $4,669 | $6,395-27.0% | $8,221-43.2% | $4,046+15.4% |
| Admin fee / account holder | $455 | $651-30.1% | $12,045-96.2% | $626-27.3% |