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 |
|---|---|---|
WIPFLI LLP2+ years Filed as: WIPFLI, LLP Service code 10 · EIN 39-0758449 | Accounting | $6,750 |
Filed as: BILLINGS AND COMPANY Service code 15 · EIN 42-1330861 | Recordkeeping | $6,206 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $17,288 | $23,385-26.1% | $69,182-75.0% | $57,658-70.0% |
| Participation rate | 14.8% | 37.9%-23.1pp | 55.1%-40.3pp | 70.2%-55.4pp |
| Annual return | 7.66% | -659.34%+667.0pp | -21.93%+29.6pp | 5.13%+2.5pp |
| Employer contribution / active EE | $0 | $422-100.0% | $1,206-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $285 | $843-66.2% | $1,897-85.0% | $3,061-90.7% |
| Admin fee / account holder | $88 | $82+6.6% | $2,697-96.8% | $95-7.4% |