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 | $408,978 |
WIPFLI LLP8+ years Service code 10 · EIN 39-0758449 | Accounting | $14,400 |
REINHART BOERNER VAN DEUREN S.C.8+ years Service code 29 · EIN 39-1126909 | Legal | $5,764 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan reported the discovery of a loss from fraud or dishonesty.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,258 | $93,283-29.0% | $77,163-14.1% | $103,482-36.0% |
| Participation rate | 94.8% | 79.3%+15.5pp | 69.6%+25.2pp | 73.3%+21.5pp |
| Annual return | 15.61% | 17.40%-1.8pp | 37.87%-22.3pp | 33.11%-17.5pp |
| Employer contribution / active EE | $116 | $3,170-96.3% | $2,535-95.4% | $3,208-96.4% |
| Participant deferral / active EE | $5,627 | $4,624+21.7% | $3,833+46.8% | $5,207+8.1% |
| Admin fee / account holder | $60 | $78-23.3% | $5,472-98.9% | $114-47.3% |