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 LLC2+ years Filed as: FRANCIS INVESTMENT COUNCIL Service code 26 · EIN 20-1042201 | Advisory (Participants) | $65,136 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN USA, INC. Service code 13 · EIN 91-0675641 | Contract Administrator | $33,585 |
MATRIX TRUST COMPANY2+ years Filed as: MG TRUST CO D/B/A MATRIX TRUST CO Service code 21 · EIN 75-3182674 | Bank Trustee | $18,069 |
WIPFLI LLP2+ years Service code 10 · EIN 39-0758449 | Accounting | $10,788 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $54,339 | $58,758-7.5% | $70,014-22.4% | $63,975-15.1% |
| Participation rate | 55.7% | 77.5%-21.8pp | 71.8%-16.1pp | 71.1%-15.4pp |
| Annual return | 8.94% | 18.05%-9.1pp | 12.99%-4.0pp | 48.65%-39.7pp |
| Employer contribution / active EE | $2,151 | $1,973+9.0% | $2,338-8.0% | $2,182-1.4% |
| Participant deferral / active EE | $1,604 | $2,912-44.9% | $2,931-45.3% | $3,356-52.2% |
| Admin fee / account holder | $171 | $71+141.2% | $4,380-96.1% | $70+143.2% |