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 |
|---|---|---|
Service code 26 W6240 COMMUNICATION COURT · APPLETON, WI 54914 | Advisory (Participants) | $8,726 |
PENSION INC.4 years Service code 13 · EIN 39-1955089 1980 COMMERCIAL WAY · GREEN BAY, WI 54311 | Contract Administrator | $8,270 |
SUMNICHT & ASSOCIATES4 years Service code 26 6240 COMMUNICATION COURT · APPLETON, WI 54914 | Advisory (Participants) | $7,200 |
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 | $41,809 | $65,435-36.1% | $86,677-51.8% | $66,914-37.5% |
| Participation rate | 55.3% | 75.5%-20.1pp | 76.6%-21.3pp | 69.8%-14.5pp |
| Annual return | -14.51% | -10.89%-3.6pp | 35.91%-50.4pp | 1.58%-16.1pp |
| Employer contribution / active EE | $370 | $2,153-82.8% | $2,836-87.0% | $2,544-85.5% |
| Participant deferral / active EE | $2,663 | $4,100-35.1% | $4,656-42.8% | $4,237-37.1% |
| Admin fee / account holder | $272 | $642-57.6% | $7,493-96.4% | $593-54.2% |