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 & ASSOCIATES2 years Service code 26 6240 COMMUNICATION COURT · APPLETON, WI 54914 | Advisory (Participants) | $14,518 |
PENSION INC.2 years Service code 13 · EIN 39-1955089 1980 COMMERCIAL WAY · GREEN BAY, WI 54311 | Contract Administrator | $7,157 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,121 | $73,638-37.4% | $95,952-51.9% | $73,488-37.2% |
| Participation rate | 60.0% | 76.2%-16.2pp | 77.1%-17.1pp | 70.7%-10.7pp |
| Annual return | 11.95% | 16.78%-4.8pp | 91.61%-79.7pp | 28.51%-16.6pp |
| Employer contribution / active EE | $368 | $1,863-80.3% | $2,541-85.5% | $2,270-83.8% |
| Participant deferral / active EE | $2,617 | $3,617-27.6% | $4,167-37.2% | $3,740-30.0% |
| Admin fee / account holder | $228 | $482-52.7% | $6,795-96.6% | $513-55.5% |