Filed February 2, 2006 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 13 · EIN 04-2647786 | Contract Administrator | $563,766 |
MARQUETTE ASSOCIATES8 years Filed as: MARQUETTE ASSOCIATES, INC. Service code 16 · EIN 36-3485298 | Consulting | $80,966 |
WIPFLI LLP3 years Service code 10 · EIN 39-0758449 | Accounting | $18,850 |
Filed as: FIDELITY INV INST CO. Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,468 | $67,679+72.1% | $155,509-25.1% | $99,062+17.6% |
| Participation rate | 76.6% | 67.2%+9.4pp | 78.2%-1.6pp | 71.6%+5.0pp |
| Annual return | 13.44% | 16.16%-2.7pp | 64.67%-51.2pp | 17.66%-4.2pp |
| Employer contribution / active EE | $2,982 | $2,268+31.4% | $4,672-36.2% | $3,262-8.6% |
| Participant deferral / active EE | $5,022 | $3,828+31.2% | $5,626-10.7% | $5,331-5.8% |
| Admin fee / account holder | $78 | $94-17.0% | $15,912-99.5% | $109-28.6% |