Filed May 18, 2022 (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 |
|---|---|---|
SUMNICHT & ASSOCIATES1 year Service code 26 6240 COMMUNICATION COURT · APPLETON, WI 54914 | Advisory (Participants) | $13,791 |
PENSION INC.1 year Service code 13 · EIN 39-1955089 1980 COMMERCIAL WAY · GREEN BAY, WI 54311 | Contract Administrator | $7,578 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,687 | $65,376-31.6% | $87,100-48.7% | $65,185-31.4% |
| Participation rate | 54.1% | 75.3%-21.3pp | 76.9%-22.8pp | 70.2%-16.1pp |
| Annual return | 20.31% | 31.27%-11.0pp | 28.19%-7.9pp | 29.38%-9.1pp |
| Employer contribution / active EE | $353 | $1,822-80.6% | $2,521-86.0% | $2,177-83.8% |
| Participant deferral / active EE | $2,395 | $3,388-29.3% | $4,049-40.8% | $3,514-31.8% |
| Admin fee / account holder | $237 | $520-54.3% | $7,497-96.8% | $847-72.0% |