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 CAPITAL3 years Service code 27 · EIN 81-0563242 5225 PINE ST · SCHOFIELD, WI 54476 | Advisory (Plan) | $29,775 |
Filed as: ADVISED ASSET GROUP LLC Service code 28 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGWE, CO 80111 | Investment Management | $22,599 |
Service code 13 · EIN 74-3189371 510 ALDERSON STREET · SCHOFIELD, WI 54476 | Contract Administrator | $850 |
Filed as: GREAT WEST LIFE & ANNUITY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,416 | $73,638-35.6% | $95,952-50.6% | $73,488-35.5% |
| Participation rate | 96.6% | 76.2%+20.5pp | 77.1%+19.5pp | 70.7%+25.9pp |
| Annual return | 9.87% | 16.78%-6.9pp | 91.61%-81.7pp | 28.51%-18.6pp |
| Employer contribution / active EE | $1,917 | $1,863+2.9% | $2,541-24.6% | $2,270-15.6% |
| Participant deferral / active EE | $2,614 | $3,617-27.7% | $4,167-37.3% | $3,740-30.1% |
| Admin fee / account holder | $219 | $482-54.6% | $6,795-96.8% | $513-57.4% |