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 SERVICES10+ years Service code 55 432 SECURITY BLVD STE 101 · GREEN BAY, WI 54313 | Other Commissions | $55,693 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,794 |
WIPFLI LLP10+ years Service code 10 11 SCOTT STREET · WAUSAU, WI 54403 | Accounting | $12,500 |
ADP BROKER-DEALER9 years Filed as: PENSION CONSULTANTS CO., INC. Service code 13 | Contract Administrator | $9,829 |
ADP BROKER-DEALER10+ years Filed as: PENSION CONSULTANTS CO INC Service code 13 1540 W MAIN AVE · DE PERE, WI 54115 | Contract Administrator | $3,852 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,808 | $79,171-21.9% | $102,423-39.7% | $74,495-17.0% |
| Participation rate | 91.6% | 74.8%+16.8pp | 76.5%+15.1pp | 67.2%+24.4pp |
| Annual return | 13.64% | 54.93%-41.3pp | 29.32%-15.7pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $1,011 | $2,362-57.2% | $3,023-66.6% | $2,623-61.5% |
| Participant deferral / active EE | $4,167 | $4,415-5.6% | $5,053-17.5% | $4,346-4.1% |
| Admin fee / account holder | $232 | $2,001-88.4% | $9,451-97.5% | $1,942-88.1% |