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 LLP5+ years Service code 15 ATTN MARCI BOYARSKI · EAU CLAIRE, WI 547020690 | Recordkeeping | $35,076 |
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $33,913 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $63,155 | $88,515-28.7% | $162,163-61.1% | $67,579-6.5% |
| Participation rate | 91.9% | 86.8%+5.1pp | 87.6%+4.3pp | 71.3%+20.6pp |
| Annual return | 18.67% | 27.04%-8.4pp | 115.59%-96.9pp | 378.56%-359.9pp |
| Employer contribution / active EE | $2,048 | $3,563-42.5% | $5,614-63.5% | $2,148-4.7% |
| Participant deferral / active EE | $3,522 | $5,724-38.5% | $7,298-51.7% | $3,539-0.5% |
| Admin fee / account holder | $98 | $124-21.0% | $10,843-99.1% | $142-31.3% |