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 Filed as: FRANCIS INVST COUNSEL PLAN CONSULT Service code 27 · EIN 90-0142264 | Advisory (Plan) | $107,338 |
ASSOCIATED TRUST COMPANY, N.A.2+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $73,010 |
BAKER TILLY US, LLP2+ years Filed as: BAKER TILLY Service code 10 · EIN 20-5814203 | Accounting | $7,750 |
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 | $123,977 | $80,177+54.6% | $123,892+0.1% | $57,658+115.0% |
| Participation rate | 96.9% | 74.4%+22.4pp | 81.4%+15.4pp | 70.2%+26.6pp |
| Annual return | 10.51% | 17.90%-7.4pp | 47.52%-37.0pp | 5.13%+5.4pp |
| Employer contribution / active EE | $2,374 | $2,913-18.5% | $4,617-48.6% | $1,974+20.3% |
| Participant deferral / active EE | $8,955 | $5,130+74.6% | $5,984+49.6% | $3,061+192.6% |
| Admin fee / account holder | $288 | $106+171.4% | $8,357-96.5% | $95+205.2% |