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.5 years Filed as: THE VANGUARD GROUP Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $24,730 |
NICOLT NATIONAL BANK4 years Service code 26 111 N WASHINGTON ST · GREEN BAY, WI 54301 | Advisory (Participants) | $18,771 |
RETIREMENT STRATEGIES, INC.4 years Filed as: RETIREMENT STRATEGIES LLC Service code 15 · EIN 27-0017183 | Recordkeeping | $8,757 |
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 | $37,836 | $60,323-37.3% | $81,812-53.8% | $74,495-49.2% |
| Participation rate | 72.8% | 62.9%+10.0pp | 72.3%+0.5pp | 67.2%+5.6pp |
| Annual return | 13.27% | 16.90%-3.6pp | 773.79%-760.5pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $353 | $2,620-86.5% | $2,912-87.9% | $2,623-86.5% |
| Participant deferral / active EE | $3,028 | $3,387-10.6% | $4,319-29.9% | $4,346-30.3% |
| Admin fee / account holder | $251 | $1,486-83.1% | $7,386-96.6% | $1,942-87.1% |