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 BANK8 years Service code 27 111 N WASHINGTON ST · GREEN BAY, WI 54305 | Advisory (Plan) | $51,387 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $23,481 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,319 | $88,083+3.7% | $164,813-44.6% | $74,495+22.6% |
| Participation rate | 95.2% | 73.0%+22.2pp | 78.6%+16.6pp | 67.2%+28.0pp |
| Annual return | 14.26% | 17.26%-3.0pp | 69.93%-55.7pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $1,707 | $2,593-34.2% | $4,341-60.7% | $2,623-34.9% |
| Participant deferral / active EE | $5,802 | $4,498+29.0% | $6,031-3.8% | $4,346+33.5% |
| Admin fee / account holder | $425 | $2,234-81.0% | $12,690-96.6% | $1,942-78.1% |