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 SERVICES5+ years Service code 55 432 SECURITY BLVD STE 101 · GREEN BAY, WI 54313 | Other Commissions | $33,114 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,629 |
ADP BROKER-DEALER4 years Filed as: PENSION CONSULTANTS CO., INC. Service code 13 | Contract Administrator | $6,072 |
ADP BROKER-DEALER5+ years Filed as: PENSION CONSULTANTS CO INC Service code 13 1585 ALLOUEZ AVE STE 3 · GREEN BAY, WI 54311 | Contract Administrator | $4,443 |
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 | $43,294 | $65,376-33.8% | $87,100-50.3% | $65,185-33.6% |
| Participation rate | 89.5% | 75.3%+14.2pp | 76.9%+12.7pp | 70.2%+19.3pp |
| Annual return | 33.42% | 31.27%+2.1pp | 28.19%+5.2pp | 29.38%+4.0pp |
| Employer contribution / active EE | $863 | $1,822-52.6% | $2,521-65.8% | $2,177-60.3% |
| Participant deferral / active EE | $2,795 | $3,388-17.5% | $4,049-31.0% | $3,514-20.5% |
| Admin fee / account holder | $103 | $520-80.3% | $7,497-98.6% | $847-87.9% |