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 BANK7 years Service code 27 111 N WASHINGTON ST · GREEN BAY, WI 54305 | Advisory (Plan) | $46,759 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $19,850 |
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 | $78,585 | $82,978-5.3% | $129,995-39.5% | $71,457+10.0% |
| Participation rate | 94.0% | 74.1%+20.0pp | 78.5%+15.6pp | 67.9%+26.1pp |
| Annual return | 15.37% | 20.60%-5.2pp | -137.18%+152.5pp | 28.85%-13.5pp |
| Employer contribution / active EE | $1,759 | $2,622-32.9% | $4,320-59.3% | $2,588-32.0% |
| Participant deferral / active EE | $5,677 | $4,432+28.1% | $5,820-2.5% | $4,289+32.4% |
| Admin fee / account holder | $372 | $1,729-78.5% | $10,614-96.5% | $1,587-76.6% |