Filed January 28, 1991
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 |
|---|---|---|
Service code 27 505 S 24TH AVE STE 102 · WAUSAU, WI 54401 | Advisory (Plan) | $22,326 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,517 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,115 | $81,900-19.3% | $119,609-44.7% | $68,494-3.5% |
| Participation rate | 98.8% | 71.9%+26.9pp | 79.3%+19.5pp | 67.9%+30.9pp |
| Annual return | -17.12% | -23.82%+6.7pp | -14.97%-2.1pp | -7.84%-9.3pp |
| Employer contribution / active EE | $3,475 | $2,693+29.0% | $4,232-17.9% | $2,596+33.8% |
| Participant deferral / active EE | $3,431 | $4,148-17.3% | $5,602-38.8% | $4,027-14.8% |
| Admin fee / account holder | $297 | $6,582-95.5% | $10,323-97.1% | $5,403-94.5% |