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 SERVICES7+ years Service code 55 432 SECURITY BLVD STE 101 · GREEN BAY, WI 54313 | Other Commissions | $43,826 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,941 |
ADP BROKER-DEALER6 years Filed as: PENSION CONSULTANTS CO., INC. Service code 13 | Contract Administrator | $7,950 |
ADP BROKER-DEALER7+ years Filed as: PENSION CONSULTANTS CO INC Service code 13 1585 ALLOUEZ AVE STE 3 · GREEN BAY, WI 54311 | Contract Administrator | $3,120 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,792 | $84,936-36.7% | $111,297-51.7% | $79,386-32.2% |
| Participation rate | 89.3% | 75.9%+13.5pp | 77.3%+12.0pp | 70.7%+18.6pp |
| Annual return | 16.37% | 17.45%-1.1pp | 54.65%-38.3pp | 116.85%-100.5pp |
| Employer contribution / active EE | $915 | $1,979-53.8% | $2,731-66.5% | $2,427-62.3% |
| Participant deferral / active EE | $3,448 | $3,888-11.3% | $4,487-23.2% | $4,046-14.8% |
| Admin fee / account holder | $116 | $537-78.5% | $7,964-98.5% | $626-81.6% |