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 LLP2 years Filed as: WIPFLI FINANCIAL ADVISORS LLC Service code 26 · EIN 39-1947134 | Advisory (Participants) | $102,761 |
WIPFLI LLP6+ years Service code 15 · EIN 39-0758449 | Recordkeeping | $46,543 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,210 | $52,293+38.1% | $178,490-59.5% | $73,409-1.6% |
| Participation rate | 97.7% | 65.3%+32.3pp | 81.9%+15.7pp | 72.2%+25.5pp |
| Annual return | 13.26% | 34.75%-21.5pp | 151.07%-137.8pp | 59.29%-46.0pp |
| Employer contribution / active EE | $1,505 | $1,735-13.3% | $5,011-70.0% | $2,234-32.6% |
| Participant deferral / active EE | $3,163 | $2,332+35.6% | $5,202-39.2% | $3,805-16.9% |
| Admin fee / account holder | $155 | $127+21.4% | $13,984-98.9% | $158-2.1% |