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 LLC3+ years Filed as: FRANCIS INVST COUNSEL PLAN CONSULT Service code 27 · EIN 90-0142264 | Advisory (Plan) | $114,184 |
ASSOCIATED TRUST COMPANY, N.A.3+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $72,776 |
BAKER TILLY US, LLP3+ years Filed as: BAKER TILLY Service code 10 · EIN 20-5814203 | Accounting | $8,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $149,964 | $155,795-3.7% | $136,294+10.0% | $69,631+115.4% |
| Participation rate | 91.9% | 75.2%+16.6pp | 81.9%+10.0pp | 70.7%+21.2pp |
| Annual return | 18.46% | 232464.33%-232445.9pp | 5155.94%-5137.5pp | 27571.02%-27552.6pp |
| Employer contribution / active EE | $2,419 | $2,991-19.1% | $4,695-48.5% | $2,032+19.0% |
| Participant deferral / active EE | $9,021 | $5,394+67.3% | $6,247+44.4% | $3,224+179.8% |
| Admin fee / account holder | $307 | $128+139.4% | $9,243-96.7% | $110+178.0% |