Filed May 31, 2002
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 |
|---|---|---|
WHALEN CAPITAL2 years Service code 27 · EIN 81-0563242 5225 PINE ST · SCHOFIELD, WI 54476 | Advisory (Plan) | $29,133 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGWE, CO 80111 | Investment Management | $20,905 |
Service code 13 · EIN 74-3189371 510 ALDERSON STREET · SCHOFIELD, WI 54476 | Contract Administrator | $600 |
Filed as: GREAT WEST LIFE & ANNUITY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,967 | $65,376-34.3% | $87,100-50.7% | $65,185-34.1% |
| Participation rate | 95.7% | 75.3%+20.3pp | 76.9%+18.8pp | 70.2%+25.5pp |
| Annual return | 18.10% | 31.27%-13.2pp | 28.19%-10.1pp | 29.38%-11.3pp |
| Employer contribution / active EE | $2,186 | $1,822+20.0% | $2,521-13.3% | $2,177+0.4% |
| Participant deferral / active EE | $2,397 | $3,388-29.3% | $4,049-40.8% | $3,514-31.8% |
| Admin fee / account holder | $194 | $520-62.7% | $7,497-97.4% | $847-77.1% |