Filed January 3, 2022 (most recent of 3 filings on file)
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 3-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 |
|---|---|---|
NORTHSTAR FIDUCIARY PARTNERS1+ years Filed as: NORTHSTAR ASSET MANAGEMENT INC Service code 26 59 RACINE STREET · MENASHA, WI 54952 | Advisory (Participants) | $40,971 |
ASSOCIATED TRUST COMPANY, N.A.1+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $30,834 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,400 | $50,464-2.1% | $75,781-34.8% | $52,331-5.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 75.8%+24.2pp | 68.1%+31.9pp |
| Annual return | -1.50% | 1.03%-2.5pp | 9.68%-11.2pp | 4.54%-6.0pp |
| Employer contribution / active EE | $2,130 | $1,988+7.1% | $3,323-35.9% | $1,882+13.2% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,651-100.0% | $3,022-100.0% |
| Admin fee / account holder | $264 | $1,103-76.1% | $5,299-95.0% | $592-55.4% |