Filed May 30, 2008
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 37 · EIN 04-2647786 | Loan Processing | $28,295 |
WIPFLI LLP5+ years Filed as: WIPFLI, LLP Service code 10 · EIN 39-0758449 | Accounting | $7,800 |
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 | $55,259 | $40,174+37.5% | $84,015-34.2% | $67,579-18.2% |
| Participation rate | 77.1% | 62.7%+14.4pp | 69.0%+8.1pp | 71.3%+5.8pp |
| Annual return | 19.54% | 25.82%-6.3pp | 71.31%-51.8pp | 378.56%-359.0pp |
| Employer contribution / active EE | $427 | $808-47.2% | $1,983-78.5% | $2,148-80.1% |
| Participant deferral / active EE | $2,603 | $2,301+13.1% | $3,239-19.6% | $3,539-26.5% |
| Admin fee / account holder | $93 | $128-27.9% | $6,101-98.5% | $142-35.0% |