Filed March 24, 2006
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 |
|---|---|---|
NICOLET NATIONAL BANK1 year Filed as: NICOLET WEALTH CO Service code 21 · EIN 20-8764829 | Bank Trustee | $50,726 |
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $43,685 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 19 | Securities Custodian | $0 |
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 | $127,941 | $88,083+45.3% | $164,813-22.4% | $74,495+71.7% |
| Participation rate | 95.0% | 73.0%+22.0pp | 78.6%+16.4pp | 67.2%+27.8pp |
| Annual return | 14.36% | 17.26%-2.9pp | 69.93%-55.6pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $5,839 | $2,593+125.2% | $4,341+34.5% | $2,623+122.6% |
| Participant deferral / active EE | $10,250 | $4,498+127.9% | $6,031+69.9% | $4,346+135.9% |
| Admin fee / account holder | $513 | $2,234-77.0% | $12,690-96.0% | $1,942-73.6% |