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 LLP1 year Filed as: SIKICH CPA LLC Service code 99 · EIN 54-1172176 17335 GOLF PARKWAY, SUITE 500 · BROOKFIELD, WI 53045 | Other Fees | $12,200 |
ADP BROKER-DEALER9+ 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 | $4,257 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 · EIN 95-6817943 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,107 | $71,516-25.7% | $98,439-46.1% | $71,457-25.7% |
| Participation rate | 72.9% | 72.7%+0.2pp | 75.2%-2.2pp | 67.9%+5.0pp |
| Annual return | 17.90% | 32.41%-14.5pp | 21.16%-3.3pp | 28.85%-10.9pp |
| Employer contribution / active EE | $1,600 | $2,399-33.3% | $3,048-47.5% | $2,588-38.2% |
| Participant deferral / active EE | $3,505 | $4,109-14.7% | $4,738-26.0% | $4,289-18.3% |
| Admin fee / account holder | $80 | $1,675-95.2% | $8,948-99.1% | $1,587-94.9% |