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 BANK6+ years Service code 26 · EIN 39-1990426 | Advisory (Participants) | $71,082 |
PENSION INC.6+ years Service code 13 · EIN 39-1955089 | Contract Administrator | $29,505 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,081 | $54,573+79.7% | $90,951+7.8% | $73,488+33.5% |
| Participation rate | 89.8% | 61.2%+28.6pp | 69.0%+20.8pp | 70.7%+19.1pp |
| Annual return | 19.87% | 16.69%+3.2pp | 134.60%-114.7pp | 28.51%-8.6pp |
| Employer contribution / active EE | $1,642 | $991+65.6% | $2,122-22.6% | $2,270-27.7% |
| Participant deferral / active EE | $5,085 | $2,517+102.0% | $3,373+50.7% | $3,740+36.0% |
| Admin fee / account holder | $439 | $521-15.8% | $5,959-92.6% | $513-14.5% |