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 BANK4+ years Service code 26 · EIN 39-1990426 | Advisory (Participants) | $59,675 |
PENSION INC.4+ years Service code 13 · EIN 39-1955089 | Contract Administrator | $24,687 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $65,166 | $42,548+53.2% | $74,550-12.6% | $56,287+15.8% |
| Participation rate | 89.3% | 60.5%+28.8pp | 69.1%+20.1pp | 69.9%+19.4pp |
| Annual return | -5.98% | 12.40%-18.4pp | 32.53%-38.5pp | -9.96%+4.0pp |
| Employer contribution / active EE | $1,511 | $855+76.7% | $1,961-23.0% | $2,111-28.4% |
| Participant deferral / active EE | $4,393 | $2,277+92.9% | $3,108+41.3% | $3,350+31.1% |
| Admin fee / account holder | $391 | $467-16.4% | $5,060-92.3% | $521-25.0% |