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 | $26,086 |
WIPFLI LLP1 year Filed as: WIPFLI LLP. Service code 10 · EIN 39-0758449 | Accounting | $7,500 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,477 |
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 | $55,875 | $64,286-13.1% | $90,951-38.6% | $73,409-23.9% |
| Participation rate | 85.1% | 63.6%+21.5pp | 69.0%+16.1pp | 72.2%+12.9pp |
| Annual return | 18.88% | 21.45%-2.6pp | 134.60%-115.7pp | 59.29%-40.4pp |
| Employer contribution / active EE | $392 | $895-56.2% | $2,122-81.5% | $2,234-82.4% |
| Participant deferral / active EE | $3,019 | $2,453+23.1% | $3,373-10.5% | $3,805-20.7% |
| Admin fee / account holder | $92 | $287-68.1% | $5,959-98.5% | $158-42.0% |