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 BANK6 years Service code 27 111 N WASHINGTON ST · GREEN BAY, WI 54305 | Advisory (Plan) | $46,935 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $20,645 |
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 | $76,348 | $86,655-11.9% | $119,609-36.2% | $66,914+14.1% |
| Participation rate | 94.4% | 75.6%+18.8pp | 79.3%+15.1pp | 69.8%+24.6pp |
| Annual return | -16.49% | -8.00%-8.5pp | -14.97%-1.5pp | 1.58%-18.1pp |
| Employer contribution / active EE | $1,878 | $2,536-25.9% | $4,232-55.6% | $2,544-26.2% |
| Participant deferral / active EE | $5,514 | $4,358+26.5% | $5,602-1.6% | $4,237+30.1% |
| Admin fee / account holder | $395 | $755-47.6% | $10,323-96.2% | $593-33.4% |