Filed October 18, 2004 (most recent of 2 filings on file)
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 13 · EIN 42-0127290 | Contract Administrator | $409,727 |
WIPFLI LLP7+ years Service code 10 · EIN 39-0758449 | Accounting | $19,160 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $63,022 | $89,497-29.6% | $70,092-10.1% | $78,044-19.2% |
| Participation rate | 93.8% | 79.9%+13.8pp | 70.5%+23.3pp | 74.4%+19.3pp |
| Annual return | -7.07% | -12.39%+5.3pp | 190.73%-197.8pp | 10.87%-17.9pp |
| Employer contribution / active EE | $130 | $3,152-95.9% | $2,559-94.9% | $3,125-95.9% |
| Participant deferral / active EE | $5,710 | $4,564+25.1% | $3,849+48.4% | $5,084+12.3% |
| Admin fee / account holder | $64 | $78-18.1% | $6,267-99.0% | $79-19.3% |