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 |
|---|---|---|
NICOLT NATIONAL BANK5 years Service code 26 111 N WASHINGTON ST · GREEN BAY, WI 54301 | Advisory (Participants) | $21,003 |
THE VANGUARD GROUP, INC.6 years Filed as: THE VANGUARD GROUP Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $15,757 |
RETIREMENT STRATEGIES, INC.5 years Filed as: RETIREMENT STRATEGIES LLC Service code 15 · EIN 27-0017183 | Recordkeeping | $4,700 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,431 | $56,317-24.7% | $71,209-40.4% | $74,304-42.9% |
| Participation rate | 73.0% | 55.1%+17.9pp | 73.8%-0.7pp | 60.3%+12.7pp |
| Annual return | 19.26% | 42.83%-23.6pp | 282.51%-263.3pp | 29.43%-10.2pp |
| Employer contribution / active EE | $713 | $2,160-67.0% | $2,721-73.8% | $2,241-68.2% |
| Participant deferral / active EE | $3,198 | $2,788+14.7% | $4,175-23.4% | $3,767-15.1% |
| Admin fee / account holder | $225 | $2,290-90.2% | $5,349-95.8% | $2,969-92.4% |