Filed July 30, 2012
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 |
|---|---|---|
FRANCIS INVESTMENT COUNCIL2 years Filed as: FRANCIS LLC Service code 26 · EIN 90-0142264 | Advisory (Participants) | $96,538 |
ASSOCIATED TRUST COMPANY, N.A.11+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $83,832 |
GRANT THORNTON LLP7 years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $20,800 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $250,239 | $110,483+126.5% | $145,433+72.1% | $79,634+214.2% |
| Participation rate | 91.9% | 71.1%+20.8pp | 82.1%+9.8pp | 62.5%+29.4pp |
| Annual return | 16.53% | 24.62%-8.1pp | 66.58%-50.0pp | 36.46%-19.9pp |
| Employer contribution / active EE | $3,919 | $4,053-3.3% | $4,554-14.0% | $2,529+55.0% |
| Participant deferral / active EE | $12,575 | $7,216+74.3% | $7,897+59.2% | $3,835+227.9% |
| Admin fee / account holder | $240 | $680-64.7% | $13,129-98.2% | $1,002-76.0% |