Filed May 22, 1
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+ years Service code 15 ATTN PAM BRANSHAW · EAU CLAIRE, WI 547017756 | Recordkeeping | $18,323 |
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $5,309 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $44,913 | $68,413-34.4% | $123,104-63.5% | $55,191-18.6% |
| Participation rate | 84.4% | 84.5%-0.2pp | 86.8%-2.4pp | 69.2%+15.2pp |
| Annual return | -1.61% | 6.30%-7.9pp | 13.22%-14.8pp | 10.78%-12.4pp |
| Employer contribution / active EE | $1,619 | $3,050-46.9% | $5,151-68.6% | $1,899-14.7% |
| Participant deferral / active EE | $2,600 | $4,490-42.1% | $6,230-58.3% | $3,046-14.6% |
| Admin fee / account holder | $58 | $88-33.8% | $9,015-99.4% | $91-36.0% |