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 BANK9 years Service code 27 111 N WASHINGTON ST · GREEN BAY, WI 54305 | Advisory (Plan) | $58,629 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $20,460 |
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 | $107,845 | $96,484+11.8% | $156,263-31.0% | $74,304+45.1% |
| Participation rate | 94.3% | 67.7%+26.6pp | 78.9%+15.4pp | 60.3%+33.9pp |
| Annual return | 16.41% | 17.73%-1.3pp | 59.47%-43.1pp | 29.43%-13.0pp |
| Employer contribution / active EE | $1,890 | $2,528-25.2% | $4,333-56.4% | $2,241-15.6% |
| Participant deferral / active EE | $5,744 | $4,286+34.0% | $6,158-6.7% | $3,767+52.5% |
| Admin fee / account holder | $437 | $3,728-88.3% | $14,255-96.9% | $2,969-85.3% |