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 LLP3+ years Service code 15 ATTN PAM BRANSHAW · EAU CLAIRE, WI 547017756 | Recordkeeping | $28,953 |
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $5,496 |
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 | $55,957 | $81,537-31.4% | $149,718-62.6% | $69,631-19.6% |
| Participation rate | 89.2% | 86.1%+3.1pp | 87.1%+2.1pp | 70.7%+18.5pp |
| Annual return | 12.78% | 22.79%-10.0pp | 1501.63%-1488.9pp | 27571.02%-27558.2pp |
| Employer contribution / active EE | $1,829 | $3,239-43.5% | $5,445-66.4% | $2,032-10.0% |
| Participant deferral / active EE | $2,958 | $4,994-40.8% | $6,569-55.0% | $3,224-8.2% |
| Admin fee / account holder | $87 | $107-18.6% | $11,283-99.2% | $110-21.2% |