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 LLP4 years Filed as: WIPFLI FINANCIAL ADVISORS LLC Service code 26 · EIN 39-1947134 | Advisory (Participants) | $96,286 |
WIPFLI LLP8+ years Service code 15 · EIN 39-0758449 | Recordkeeping | $46,023 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 43-1270780 | Advisory (Participants) | $27,373 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,768 | $46,292+52.9% | $143,757-50.8% | $64,808+9.2% |
| Participation rate | 94.7% | 64.2%+30.5pp | 80.3%+14.4pp | 71.5%+23.2pp |
| Annual return | -13.77% | -10.05%-3.7pp | -0.04%-13.7pp | 32.82%-46.6pp |
| Employer contribution / active EE | $2,493 | $1,910+30.5% | $4,951-49.7% | $2,506-0.5% |
| Participant deferral / active EE | $3,304 | $2,646+24.9% | $5,637-41.4% | $4,310-23.4% |
| Admin fee / account holder | $180 | $154+16.8% | $14,673-98.8% | $188-4.4% |