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 |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $18,610 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $13,441 |
WIPFLI LLP8 years Service code 10 PO BOX 3160 · MILWAUKEE, WI 53201 | Accounting | $8,100 |
WIPFLI LLP1 year Filed as: WIPFLI, LLP. Service code 10 4890 OWEN AYRES CT · EAU CLAIRE, WI 54701 | Accounting | $7,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,978 | $29,546-12.1% | $56,441-54.0% | $77,671-66.6% |
| Participation rate | 17.2% | 32.7%-15.5pp | 52.5%-35.3pp | 70.6%-53.4pp |
| Annual return | 9.79% | 19.01%-9.2pp | 1704.21%-1694.4pp | 31.21%-21.4pp |
| Employer contribution / active EE | $121 | $568-78.7% | $1,039-88.4% | $2,726-95.6% |
| Participant deferral / active EE | $664 | $1,061-37.4% | $1,953-66.0% | $4,648-85.7% |
| Admin fee / account holder | $291 | $1,046-72.2% | $2,829-89.7% | $430-32.4% |