Filed November 30, 2009
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 |
|---|---|---|
WIPFLI LLP1+ years Service code 14 P.O. BOX 8010 · MILWAUKEE, WI 53210 | Plan Administrator | $35,481 |
CLIFTONLARSONALLEN LLP1+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 P.O. BOX 547 · TOMAH, WI 54660 | Accounting | $9,625 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,452 | $37,117+52.1% | $147,614-61.8% | $55,191+2.3% |
| Participation rate | 83.4% | 63.6%+19.8pp | 84.6%-1.2pp | 69.2%+14.2pp |
| Annual return | 3.52% | 3.44%+0.1pp | 61.98%-58.5pp | 10.78%-7.3pp |
| Employer contribution / active EE | $2,122 | $1,620+31.0% | $5,564-61.9% | $1,899+11.8% |
| Participant deferral / active EE | $4,174 | $1,985+110.2% | $4,895-14.7% | $3,046+37.0% |
| Admin fee / account holder | $44 | $86-48.2% | $11,611-99.6% | $91-51.2% |