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 LLP7+ years Service code 99 · EIN 36-3168081 13400 BISHOPS LN STE 300 · BROOKFIELD, WI 53005 | Other Fees | $10,815 |
ADP BROKER-DEALER7+ years Filed as: PENSION CONSULTANTS CO., INC. Service code 13 · EIN 39-1894140 1585 ALLOUEZ AVE SUITE 3 · GREEN BAY, WI 54311 | Contract Administrator | $3,636 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 · EIN 95-6817943 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,063 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,023 | $79,428+13.3% | $106,548-15.5% | $79,386+13.4% |
| Participation rate | 69.5% | 74.1%-4.6pp | 76.1%-6.6pp | 70.7%-1.2pp |
| Annual return | 15.16% | 18.27%-3.1pp | 26.80%-11.6pp | 116.85%-101.7pp |
| Employer contribution / active EE | $1,559 | $2,234-30.2% | $2,819-44.7% | $2,427-35.8% |
| Participant deferral / active EE | $3,180 | $3,823-16.8% | $4,398-27.7% | $4,046-21.4% |
| Admin fee / account holder | $104 | $523-80.1% | $7,407-98.6% | $626-83.4% |