Filed August 12, 2011
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 |
|---|---|---|
SIKICH LLP6+ years Service code 99 · EIN 36-3168081 13400 BISHOPS LN STE 300 · BROOKFIELD, WI 53005 | Other Fees | $10,500 |
ADP BROKER-DEALER6+ years Filed as: PENSION CONSULTANTS CO., INC. Service code 13 · EIN 39-1894140 1585 ALLOUEZ AVE SUITE 3 · GREEN BAY, WI 54311 | Contract Administrator | $2,270 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 · EIN 95-6817943 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $988 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,739 | $70,908+32.2% | $98,907-5.2% | $73,488+27.6% |
| Participation rate | 66.5% | 73.8%-7.3pp | 76.0%-9.5pp | 70.7%-4.2pp |
| Annual return | 17.29% | 34.17%-16.9pp | 196.43%-179.1pp | 28.51%-11.2pp |
| Employer contribution / active EE | $1,511 | $2,036-25.8% | $2,689-43.8% | $2,270-33.4% |
| Participant deferral / active EE | $2,881 | $3,500-17.7% | $4,244-32.1% | $3,740-22.9% |
| Admin fee / account holder | $91 | $535-83.0% | $6,642-98.6% | $513-82.2% |