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 LLP3 years Filed as: WIPFLI FINANCIAL ADVISORS LLC Service code 26 · EIN 39-1947134 | Advisory (Participants) | $127,404 |
WIPFLI LLP7+ years Service code 15 · EIN 39-0758449 | Recordkeeping | $46,049 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,347 | $56,485+51.1% | $185,823-54.1% | $86,799-1.7% |
| Participation rate | 96.3% | 65.5%+30.9pp | 81.7%+14.6pp | 72.3%+24.1pp |
| Annual return | 16.21% | 118.04%-101.8pp | 122.05%-105.8pp | 97.91%-81.7pp |
| Employer contribution / active EE | $2,510 | $1,843+36.2% | $5,167-51.4% | $2,405+4.4% |
| Participant deferral / active EE | $3,351 | $2,553+31.2% | $5,568-39.8% | $4,131-18.9% |
| Admin fee / account holder | $189 | $150+26.0% | $16,237-98.8% | $170+11.2% |