Filed January 10, 2006
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 |
|---|---|---|
NICOLET NATIONAL BANK3+ years Service code 26 · EIN 39-1990426 | Advisory (Participants) | $50,855 |
PENSION INC.3+ years Service code 13 · EIN 39-1955089 | Contract Administrator | $24,906 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,949,607 | $51,466+27004.6% | $78,778+17607.5% | $62,292+22293.8% |
| Participation rate | 0.0% | 59.8%-59.8pp | 69.2%-69.2pp | 69.5%-69.5pp |
| Annual return | 10.28% | 19.96%-9.7pp | 35.62%-25.3pp | 28.90%-18.6pp |
| Employer contribution / active EE | $1,457 | $827+76.1% | $1,986-26.6% | $2,042-28.7% |
| Participant deferral / active EE | $4,160 | $2,147+93.7% | $2,958+40.6% | $3,169+31.3% |
| Admin fee / account holder | $74,761 | $489+15178.3% | $5,134+1356.2% | $479+15496.6% |