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 SERVICES8+ years Service code 55 432 SECURITY BLVD STE 101 · GREEN BAY, WI 54313 | Other Commissions | $42,688 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,864 |
ADP BROKER-DEALER7 years Filed as: PENSION CONSULTANTS CO., INC. Service code 13 | Contract Administrator | $7,960 |
ADP BROKER-DEALER8+ years Filed as: PENSION CONSULTANTS CO INC Service code 13 1540 W MAIN AVE · DE PERE, WI 54115 | Contract Administrator | $2,607 |
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 | $47,361 | $65,435-27.6% | $86,677-45.4% | $66,914-29.2% |
| Participation rate | 90.3% | 75.5%+14.9pp | 76.6%+13.8pp | 69.8%+20.5pp |
| Annual return | -15.24% | -10.89%-4.3pp | 35.91%-51.1pp | 1.58%-16.8pp |
| Employer contribution / active EE | $1,027 | $2,153-52.3% | $2,836-63.8% | $2,544-59.6% |
| Participant deferral / active EE | $3,585 | $4,100-12.6% | $4,656-23.0% | $4,237-15.4% |
| Admin fee / account holder | $111 | $642-82.7% | $7,493-98.5% | $593-81.2% |