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 BANK8+ years Service code 26 · EIN 39-1990426 | Advisory (Participants) | $81,471 |
PENSION INC.8+ years Service code 13 · EIN 39-1955089 | Contract Administrator | $38,176 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,020 | $49,451+59.8% | $79,550-0.7% | $66,914+18.1% |
| Participation rate | 87.2% | 61.3%+25.8pp | 69.5%+17.7pp | 69.8%+17.4pp |
| Annual return | -16.00% | 84.25%-100.3pp | 0.16%-16.2pp | 1.58%-17.6pp |
| Employer contribution / active EE | $1,639 | $1,266+29.5% | $2,413-32.1% | $2,544-35.6% |
| Participant deferral / active EE | $5,632 | $3,159+78.3% | $3,985+41.3% | $4,237+32.9% |
| Admin fee / account holder | $479 | $595-19.5% | $6,832-93.0% | $593-19.3% |