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 PARTNERS2+ years Filed as: NORTHSTAR ASSET MANAGEMENT INC Service code 26 59 RACINE STREET · MENASHA, WI 54952 | Advisory (Participants) | $40,891 |
ASSOCIATED TRUST COMPANY, N.A.2+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $31,175 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,110 | $57,921-15.2% | $84,750-42.1% | $57,658-14.8% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 8.95% | 10.24%-1.3pp | 22.78%-13.8pp | 5.13%+3.8pp |
| Employer contribution / active EE | $2,060 | $2,598-20.7% | $3,574-42.4% | $1,974+4.4% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $242 | $130+86.5% | $5,332-95.5% | $95+155.8% |