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 LLC2 years 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 | $119,446+109.5% | $150,045+66.8% | $85,563+192.5% |
| Participation rate | 91.9% | 75.4%+16.5pp | 82.3%+9.6pp | 66.0%+25.9pp |
| Annual return | 16.53% | 23.72%-7.2pp | 62.55%-46.0pp | 31.51%-15.0pp |
| Employer contribution / active EE | $3,919 | $4,078-3.9% | $4,693-16.5% | $2,654+47.7% |
| Participant deferral / active EE | $12,575 | $7,985+57.5% | $7,997+57.2% | $4,375+187.4% |
| Admin fee / account holder | $240 | $548-56.1% | $13,435-98.2% | $834-71.2% |