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 |
|---|---|---|
FEUCHT FINANCIAL GROUP, LLC2 years Service code 26 W6240 COMMUNICATION COURT · APPLETON, WI 54914 | Advisory (Participants) | $15,615 |
PENSION INC.5 years Service code 13 · EIN 39-1955089 1980 COMMERCIAL WAY · GREEN BAY, WI 54311 | Contract Administrator | $8,424 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,759 | $76,050-42.5% | $96,544-54.7% | $71,457-38.8% |
| Participation rate | 55.2% | 74.4%-19.3pp | 76.0%-20.8pp | 67.9%-12.8pp |
| Annual return | 19.20% | 22.81%-3.6pp | 25.84%-6.6pp | 28.85%-9.6pp |
| Employer contribution / active EE | $389 | $2,244-82.7% | $2,965-86.9% | $2,588-85.0% |
| Participant deferral / active EE | $2,996 | $4,215-28.9% | $4,851-38.2% | $4,289-30.1% |
| Admin fee / account holder | $227 | $2,707-91.6% | $8,252-97.2% | $1,587-85.7% |