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 |
|---|---|---|
Filed as: ADVISED ASSET GROUP LLC Service code 28 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGWE, CO 80111 | Investment Management | $25,640 |
WHALEN CAPITAL4 years Service code 27 · EIN 81-0563242 5225 PINE ST · SCHOFIELD, WI 54476 | Advisory (Plan) | $13,167 |
Service code 13 · EIN 74-3189371 510 ALDERSON STREET · SCHOFIELD, WI 54476 | Contract Administrator | $10,142 |
HAWKINS ASH CPAS1 year Service code 10 2360 DUCK CREEK PKWY · GREEN BAY, WI 54303 | Accounting | $9,800 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,887 | $84,936-40.1% | $111,297-54.3% | $79,386-35.9% |
| Participation rate | 95.0% | 75.9%+19.1pp | 77.3%+17.7pp | 70.7%+24.3pp |
| Annual return | 10.96% | 17.45%-6.5pp | 54.65%-43.7pp | 116.85%-105.9pp |
| Employer contribution / active EE | $2,473 | $1,979+25.0% | $2,731-9.4% | $2,427+1.9% |
| Participant deferral / active EE | $2,785 | $3,888-28.4% | $4,487-37.9% | $4,046-31.2% |
| Admin fee / account holder | $247 | $537-54.1% | $7,964-96.9% | $626-60.6% |