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 BANK5+ years Service code 26 · EIN 39-1990426 | Advisory (Participants) | $61,257 |
PENSION INC.5+ years Service code 13 · EIN 39-1955089 | Contract Administrator | $27,339 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $82,853 | $49,138+68.6% | $84,015-1.4% | $65,185+27.1% |
| Participation rate | 87.9% | 60.7%+27.1pp | 69.0%+18.8pp | 70.2%+17.7pp |
| Annual return | 21.88% | 23.00%-1.1pp | 71.31%-49.4pp | 29.38%-7.5pp |
| Employer contribution / active EE | $1,508 | $914+65.0% | $1,983-24.0% | $2,177-30.7% |
| Participant deferral / active EE | $4,341 | $2,397+81.1% | $3,239+34.1% | $3,514+23.6% |
| Admin fee / account holder | $405 | $543-25.4% | $6,101-93.4% | $847-52.1% |