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.4 years Filed as: THE VANGUARD GROUP Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $19,533 |
NICOLT NATIONAL BANK3 years Service code 26 111 N WASHINGTON ST · GREEN BAY, WI 54301 | Advisory (Participants) | $15,744 |
RETIREMENT STRATEGIES, INC.3 years Filed as: RETIREMENT STRATEGIES LLC Service code 15 · EIN 27-0017183 | Recordkeeping | $4,199 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,746 | $58,264-62.7% | $86,612-74.9% | $71,457-69.6% |
| Participation rate | 76.5% | 65.0%+11.5pp | 71.7%+4.8pp | 67.9%+8.5pp |
| Annual return | 18.23% | 21.63%-3.4pp | 591.07%-572.8pp | 28.85%-10.6pp |
| Employer contribution / active EE | $430 | $2,574-83.3% | $3,022-85.8% | $2,588-83.4% |
| Participant deferral / active EE | $2,586 | $3,436-24.7% | $4,438-41.7% | $4,289-39.7% |
| Admin fee / account holder | $154 | $1,057-85.5% | $5,614-97.3% | $1,587-90.3% |