Filed December 31, 1992
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 |
|---|---|---|
PACKERLAND BROKERAGE SERVICES4+ years Service code 55 432 SECURITY BLVD STE 101 · GREEN BAY, WI 54313 | Other Commissions | $24,408 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,032 |
ADP BROKER-DEALER3 years Filed as: PENSION CONSULTANTS CO., INC. Service code 13 | Contract Administrator | $5,156 |
ADP BROKER-DEALER4+ years Filed as: PENSION CONSULTANTS CO INC Service code 13 1585 ALLOUEZ AVE STE 3 · GREEN BAY, WI 54311 | Contract Administrator | $3,102 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,524 | $59,186-45.0% | $76,768-57.6% | $56,287-42.2% |
| Participation rate | 89.7% | 75.2%+14.4pp | 77.0%+12.7pp | 69.9%+19.8pp |
| Annual return | -6.09% | 6.62%-12.7pp | 2.43%-8.5pp | -9.96%+3.9pp |
| Employer contribution / active EE | $754 | $1,759-57.1% | $2,485-69.6% | $2,111-64.3% |
| Participant deferral / active EE | $2,531 | $3,255-22.2% | $3,852-34.3% | $3,350-24.4% |
| Admin fee / account holder | $80 | $489-83.7% | $6,675-98.8% | $521-84.7% |