Filed December 7, 1999 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $84,034 |
FRANCIS LLC1 year Filed as: FRANCIS INVESTMENT Service code 27 · EIN 90-0142264 | Advisory (Plan) | $75,000 |
PNC BANK, N.A.4+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $18,874 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $15,000 |
QUARLES & BRADY LLP1 year Filed as: QUARLES & BRADY Service code 29 BIN 88895 · MILWAUKEE, WI 53288 | Legal | $9,046 |
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 | $83,281 | $134,045-37.9% | $80,019+4.1% | $75,289+10.6% |
| Participation rate | 97.8% | 85.8%+12.0pp | 75.8%+22.0pp | 72.4%+25.4pp |
| Annual return | -4.56% | -0.56%-4.0pp | 11.22%-15.8pp | -0.04%-4.5pp |
| Employer contribution / active EE | $2,794 | $3,492-20.0% | $2,468+13.2% | $2,405+16.2% |
| Participant deferral / active EE | $6,074 | $4,976+22.1% | $3,686+64.8% | $3,739+62.5% |
| Admin fee / account holder | $76 | $124-39.0% | $6,521-98.8% | $102-26.1% |