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 SERVICES9+ years Service code 55 432 SECURITY BLVD STE 101 · GREEN BAY, WI 54313 | Other Commissions | $44,299 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,413 |
WIPFLI LLP9+ years Service code 10 11 SCOTT STREET · WAUSAU, WI 54403 | Accounting | $10,500 |
ADP BROKER-DEALER8 years Filed as: PENSION CONSULTANTS CO., INC. Service code 13 | Contract Administrator | $8,194 |
ADP BROKER-DEALER9+ years Filed as: PENSION CONSULTANTS CO INC Service code 13 1540 W MAIN AVE · DE PERE, WI 54115 | Contract Administrator | $2,917 |
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 | $52,756 | $76,050-30.6% | $96,544-45.4% | $71,457-26.2% |
| Participation rate | 89.9% | 74.4%+15.5pp | 76.0%+14.0pp | 67.9%+22.0pp |
| Annual return | 15.55% | 22.81%-7.3pp | 25.84%-10.3pp | 28.85%-13.3pp |
| Employer contribution / active EE | $1,054 | $2,244-53.0% | $2,965-64.4% | $2,588-59.3% |
| Participant deferral / active EE | $3,853 | $4,215-8.6% | $4,851-20.6% | $4,289-10.2% |
| Admin fee / account holder | $173 | $2,707-93.6% | $8,252-97.9% | $1,587-89.1% |