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.3 years Filed as: THE VANGUARD GROUP Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $17,013 |
NICOLT NATIONAL BANK2 years Service code 26 111 N WASHINGTON ST · GREEN BAY, WI 54301 | Advisory (Participants) | $15,391 |
RETIREMENT STRATEGIES, INC.2 years Filed as: RETIREMENT STRATEGIES LLC Service code 15 · EIN 27-0017183 | Recordkeeping | $3,849 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,902 | $51,197-63.1% | $82,719-77.1% | $66,914-71.8% |
| Participation rate | 74.3% | 67.8%+6.5pp | 72.6%+1.8pp | 69.8%+4.5pp |
| Annual return | -15.07% | -9.64%-5.4pp | 701.18%-716.2pp | 1.58%-16.7pp |
| Employer contribution / active EE | $428 | $2,611-83.6% | $3,009-85.8% | $2,544-83.2% |
| Participant deferral / active EE | $2,834 | $3,458-18.1% | $4,395-35.5% | $4,237-33.1% |
| Admin fee / account holder | $145 | $416-65.1% | $5,329-97.3% | $593-75.5% |