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 SERVICES6+ years Service code 55 432 SECURITY BLVD STE 101 · GREEN BAY, WI 54313 | Other Commissions | $34,836 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,300 |
ADP BROKER-DEALER5 years Filed as: PENSION CONSULTANTS CO., INC. Service code 13 | Contract Administrator | $6,389 |
ADP BROKER-DEALER6+ years Filed as: PENSION CONSULTANTS CO INC Service code 13 1585 ALLOUEZ AVE STE 3 · GREEN BAY, WI 54311 | Contract Administrator | $1,872 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,944 | $73,638-36.2% | $95,952-51.1% | $73,488-36.1% |
| Participation rate | 88.2% | 76.2%+12.1pp | 77.1%+11.2pp | 70.7%+17.6pp |
| Annual return | 13.06% | 16.78%-3.7pp | 91.61%-78.6pp | 28.51%-15.5pp |
| Employer contribution / active EE | $763 | $1,863-59.0% | $2,541-70.0% | $2,270-66.4% |
| Participant deferral / active EE | $3,155 | $3,617-12.8% | $4,167-24.3% | $3,740-15.6% |
| Admin fee / account holder | $109 | $482-77.3% | $6,795-98.4% | $513-78.7% |