Filed April 21, 2006
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 |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $16,508 |
NICOLT NATIONAL BANK1 year Service code 26 111 N WASHINGTON ST · GREEN BAY, WI 54301 | Advisory (Participants) | $11,584 |
NEW ADVISORY SERVICES2 years Service code 26 · EIN 82-2913883 | Advisory (Participants) | $4,996 |
Filed as: RETIREMENT STRATEGIES LLC Service code 15 · EIN 27-0017183 | Recordkeeping | $3,819 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $24,117 | $63,745-62.2% | $98,442-75.5% | $79,386-69.6% |
| Participation rate | 74.7% | 69.9%+4.8pp | 73.3%+1.3pp | 70.7%+4.0pp |
| Annual return | 11.39% | 625.80%-614.4pp | 1492.73%-1481.3pp | 116.85%-105.5pp |
| Employer contribution / active EE | $400 | $2,557-84.3% | $2,960-86.5% | $2,427-83.5% |
| Participant deferral / active EE | $2,804 | $3,303-15.1% | $4,276-34.4% | $4,046-30.7% |
| Admin fee / account holder | $162 | $516-68.5% | $5,949-97.3% | $626-74.1% |