Filed November 9, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
REINHART BOERNER VAN DEUREN S.C.2+ years Filed as: REINHART BOEMER VANDEUREN SC Service code 29 1000 NORTH WATER STREET · MILWAUKEE, WI 53202 | Legal | $74,994 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $45,223 |
Filed as: ANNEX WEALTH MANAGEMENT Service code 28 · EIN 68-0524298 | Investment Management | $18,418 |
SCHENCK SC2+ years Service code 10 · EIN 39-1173131 | Accounting | $10,500 |
FMI CORPORATION2+ years Service code 34 5171 GLENWOOD AVENUE · RALEIGH, NE 27612 | Valuation (appraisals, etc.); Direct ... | $9,500 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,599 | $80,753+24.6% | $136,294-26.2% | $62,292+61.5% |
| Participation rate | 68.6% | 73.5%-4.9pp | 81.9%-13.3pp | 69.5%-0.9pp |
| Annual return | 19.73% | 35.83%-16.1pp | 5155.94%-5136.2pp | 28.90%-9.2pp |
| Employer contribution / active EE | $1,051 | $2,884-63.6% | $4,695-77.6% | $2,042-48.5% |
| Participant deferral / active EE | $3,247 | $5,164-37.1% | $6,247-48.0% | $3,169+2.5% |
| Admin fee / account holder | $1,063 | $525+102.2% | $9,243-88.5% | $479+121.7% |