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 LLP8+ years Service code 99 · EIN 36-3168081 13400 BISHOPS LN STE 300 · BROOKFIELD, WI 53005 | Other Fees | $5,675 |
ADP BROKER-DEALER8+ years Filed as: PENSION CONSULTANTS CO., INC. Service code 13 · EIN 39-1894140 1540 W MAIN AVE STE B7 · DE PERE, WI 54115 | Contract Administrator | $2,043 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 · EIN 95-6817943 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $700 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,210 | $72,607-22.6% | $90,749-38.1% | $66,914-16.0% |
| Participation rate | 73.1% | 73.7%-0.6pp | 75.7%-2.6pp | 69.8%+3.3pp |
| Annual return | -19.63% | -12.28%-7.4pp | -12.16%-7.5pp | 1.58%-21.2pp |
| Employer contribution / active EE | $1,478 | $2,369-37.6% | $2,921-49.4% | $2,544-41.9% |
| Participant deferral / active EE | $3,259 | $3,977-18.1% | $4,564-28.6% | $4,237-23.1% |
| Admin fee / account holder | $44 | $707-93.7% | $8,445-99.5% | $593-92.5% |