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 LLP2+ years Service code 15 ATTN PAM BRANSHAW · EAU CLAIRE, WI 547017756 | Recordkeeping | $21,866 |
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 | $48,681 | $71,802-32.2% | $133,980-63.7% | $57,658-15.6% |
| Participation rate | 89.7% | 85.5%+4.2pp | 87.1%+2.6pp | 70.2%+19.5pp |
| Annual return | 7.63% | 13.51%-5.9pp | 29.30%-21.7pp | 5.13%+2.5pp |
| Employer contribution / active EE | $1,728 | $3,161-45.4% | $5,211-66.9% | $1,974-12.5% |
| Participant deferral / active EE | $2,773 | $4,606-39.8% | $6,282-55.9% | $3,061-9.4% |
| Admin fee / account holder | $69 | $88-21.7% | $9,324-99.3% | $95-27.4% |