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) | $22,670 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,495 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $400 |
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 | $80,501 | $91,538-12.1% | $129,995-38.1% | $75,163+7.1% |
| Participation rate | 97.7% | 71.4%+26.3pp | 78.5%+19.2pp | 67.2%+30.5pp |
| Annual return | 19.14% | -631.11%+650.3pp | -137.18%+156.3pp | 160.62%-141.5pp |
| Employer contribution / active EE | $3,537 | $2,845+24.3% | $4,320-18.1% | $2,670+32.5% |
| Participant deferral / active EE | $3,527 | $4,341-18.8% | $5,820-39.4% | $4,125-14.5% |
| Admin fee / account holder | $302 | $6,790-95.6% | $10,614-97.2% | $5,651-94.7% |