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 | $424,632 |
WIPFLI LLP9+ years Service code 10 · EIN 39-0758449 | Accounting | $15,400 |
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 | $79,673 | $103,282-22.9% | $81,382-2.1% | $99,062-19.6% |
| Participation rate | 93.0% | 73.2%+19.8pp | 69.5%+23.6pp | 71.6%+21.4pp |
| Annual return | 27.14% | 15.11%+12.0pp | 24.73%+2.4pp | 17.66%+9.5pp |
| Employer contribution / active EE | $122 | $3,061-96.0% | $2,463-95.0% | $3,262-96.3% |
| Participant deferral / active EE | $6,158 | $4,549+35.4% | $3,883+58.6% | $5,331+15.5% |
| Admin fee / account holder | $59 | $78-24.2% | $5,768-99.0% | $109-45.4% |