Filed November 23, 2021 (most recent of 2 filings on file)
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 |
|---|---|---|
NICOLET NATIONAL BANK4 years Service code 27 111 N WASHINGTON ST · GREEN BAY, WI 54305 | Advisory (Plan) | $37,563 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $18,137 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,992 | $81,474-0.6% | $133,956-39.5% | $73,488+10.2% |
| Participation rate | 89.9% | 76.4%+13.6pp | 79.8%+10.1pp | 70.7%+19.2pp |
| Annual return | 15.83% | 19.40%-3.6pp | 45.09%-29.3pp | 28.51%-12.7pp |
| Employer contribution / active EE | $1,432 | $2,209-35.2% | $3,919-63.5% | $2,270-36.9% |
| Participant deferral / active EE | $4,398 | $3,786+16.1% | $5,048-12.9% | $3,740+17.6% |
| Admin fee / account holder | $342 | $713-52.1% | $8,927-96.2% | $513-33.4% |