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 | $447,817 |
WIPFLI LLP10+ years Service code 10 · EIN 39-0758449 | Accounting | $16,409 |
REINHART BOERNER VAN DEUREN S.C.10+ years Service code 29 · EIN 39-1126909 | Legal | $5,595 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,160 | $117,739-25.1% | $91,541-3.7% | $117,739-25.1% |
| Participation rate | 95.6% | 76.6%+18.9pp | 69.8%+25.8pp | 76.6%+18.9pp |
| Annual return | 21.24% | 17.29%+3.9pp | 20.50%+0.7pp | 17.29%+3.9pp |
| Employer contribution / active EE | $133 | $3,746-96.4% | $2,505-94.7% | $3,746-96.4% |
| Participant deferral / active EE | $6,784 | $6,128+10.7% | $4,008+69.3% | $6,128+10.7% |
| Admin fee / account holder | $62 | $112-44.9% | $6,956-99.1% | $112-44.9% |