Filed January 21, 2010
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 year Filed as: WIPFLI FINANCIAL ADVISORS LLC Service code 26 · EIN 39-1947134 | Advisory (Participants) | $98,951 |
WIPFLI LLP5+ years Service code 15 · EIN 39-0758449 | Recordkeeping | $30,812 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,468 | $62,928+31.1% | $172,739-52.3% | $67,579+22.0% |
| Participation rate | 79.1% | 64.5%+14.6pp | 82.6%-3.5pp | 71.3%+7.8pp |
| Annual return | 21.10% | 30.36%-9.3pp | 802.84%-781.7pp | 378.56%-357.5pp |
| Employer contribution / active EE | $1,345 | $1,636-17.8% | $5,143-73.9% | $2,148-37.4% |
| Participant deferral / active EE | $2,826 | $2,145+31.7% | $5,198-45.6% | $3,539-20.2% |
| Admin fee / account holder | $171 | $167+2.3% | $13,954-98.8% | $142+19.8% |