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 BANK7+ years Service code 26 · EIN 39-1990426 | Advisory (Participants) | $85,466 |
PENSION INC.7+ years Service code 13 · EIN 39-1955089 | Contract Administrator | $35,356 |
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 | $103,791 | $59,263+75.1% | $96,562+7.5% | $79,386+30.7% |
| Participation rate | 91.2% | 61.9%+29.3pp | 69.8%+21.3pp | 70.7%+20.4pp |
| Annual return | 14.64% | 27.07%-12.4pp | 37.78%-23.1pp | 116.85%-102.2pp |
| Employer contribution / active EE | $1,655 | $1,216+36.1% | $2,356-29.8% | $2,427-31.8% |
| Participant deferral / active EE | $5,480 | $2,948+85.9% | $3,849+42.4% | $4,046+35.5% |
| Admin fee / account holder | $485 | $658-26.3% | $6,181-92.1% | $626-22.5% |