Filed January 26, 2009 (most recent of 3 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 |
|---|---|---|
FRANCIS LLC1+ years Filed as: FRANCIS INVESTMENT COUNCIL Service code 26 · EIN 20-1042201 | Advisory (Participants) | $63,341 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN USA, INC. Service code 13 · EIN 91-0675641 | Contract Administrator | $37,002 |
MATRIX TRUST COMPANY1+ years Filed as: MG TRUST CO D/B/A MATRIX TRUST CO Service code 21 · EIN 75-3182674 | Bank Trustee | $15,943 |
WIPFLI LLP1+ years Service code 10 · EIN 39-0758449 | Accounting | $9,945 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $48,809 | $48,277+1.1% | $63,517-23.2% | $55,191-11.6% |
| Participation rate | 56.7% | 69.4%-12.7pp | 71.0%-14.3pp | 69.2%-12.5pp |
| Annual return | -2.20% | 2.37%-4.6pp | -70.30%+68.1pp | 10.78%-13.0pp |
| Employer contribution / active EE | $2,465 | $1,592+54.8% | $2,322+6.2% | $1,899+29.8% |
| Participant deferral / active EE | $1,546 | $2,432-36.4% | $2,953-47.7% | $3,046-49.3% |
| Admin fee / account holder | $174 | $86+102.5% | $5,892-97.0% | $91+91.8% |