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 LLP4+ years Service code 15 ATTN MARCI BOYARSKI · EAU CLAIRE, WI 547020690 | Recordkeeping | $40,354 |
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $9,821 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $53,217 | $80,005-33.5% | $140,016-62.0% | $55,725-4.5% |
| Participation rate | 89.7% | 87.0%+2.7pp | 87.5%+2.2pp | 70.9%+18.9pp |
| Annual return | -4.45% | 0.46%-4.9pp | 651.12%-655.6pp | 244.93%-249.4pp |
| Employer contribution / active EE | $1,948 | $3,403-42.7% | $5,606-65.2% | $2,078-6.2% |
| Participant deferral / active EE | $3,221 | $5,264-38.8% | $6,927-53.5% | $3,356-4.0% |
| Admin fee / account holder | $116 | $116+0.4% | $10,705-98.9% | $115+0.8% |