Filed April 29, 2009 (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 15 · EIN 84-0467907 | Recordkeeping | $236,698 |
RIDGEWORTH2 years Filed as: GENEVA CAPITAL MANAGEMENT LLC Service code 17 · EIN 39-1567956 100 E. WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Pension Consulting | $99,113 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 16 · EIN 84-1532243 | Consulting | $78,337 |
BRIGGS AND MORGAN3 years Filed as: BRIGGS AND MORGAN PA Service code 29 · EIN 41-0954702 PO BOX 64591 · ST PAUL, MN 551640591 | Legal | $16,764 |
MERCER1 year Filed as: MERCER (US) INC DBA MERCER HEALTH A Service code 17 · EIN 13-2834414 | Pension Consulting | $16,500 |
REILLY, PENNER & BENTON LLP2 years Filed as: REILLY PENNER & BENTON LLP Service code 17 · EIN 39-0747409 1233 N MAYFAIR RD STE 302 · MILWAUKEE, WI 532263255 | Pension Consulting | $15,000 |
Service code 29 · EIN 13-2834414 425 WALNUT ST STE 1800 · CINCINNATI, OH 452023907 | Legal | $8,260 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,604 | $187,277+31.7% | $112,977+118.3% | $90,288+173.1% |
| Participation rate | 99.0% | 91.6%+7.4pp | 82.6%+16.4pp | 73.4%+25.6pp |
| Annual return | 4.59% | 26.33%-21.7pp | 24.24%-19.7pp | 53.97%-49.4pp |
| Employer contribution / active EE | $8,286 | $5,263+57.5% | $4,255+94.8% | $2,524+228.3% |
| Participant deferral / active EE | $9,798 | $8,833+10.9% | $5,836+67.9% | $4,232+131.5% |
| Admin fee / account holder | $183 | $102+80.1% | $6,294-97.1% | $114+60.4% |