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 LLC3+ years Filed as: FRANCIS INVESTMENT COUNCIL Service code 26 · EIN 20-1042201 | Advisory (Participants) | $70,464 |
MILLIMAN, INC.3+ years Filed as: MILLIMAN USA, INC. Service code 13 · EIN 91-0675641 | Contract Administrator | $38,778 |
MATRIX TRUST COMPANY3+ years Filed as: MG TRUST CO D/B/A MATRIX TRUST CO Service code 21 · EIN 75-3182674 | Bank Trustee | $21,371 |
WIPFLI LLP3+ years Service code 10 · EIN 39-0758449 | Accounting | $12,491 |
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 | $59,589 | $123,286-51.7% | $75,670-21.3% | $77,958-23.6% |
| Participation rate | 53.6% | 78.8%-25.2pp | 72.3%-18.8pp | 71.6%-18.1pp |
| Annual return | 16.91% | 20.45%-3.5pp | 27.34%-10.4pp | 20.87%-4.0pp |
| Employer contribution / active EE | $1,906 | $2,035-6.3% | $2,352-19.0% | $2,310-17.5% |
| Participant deferral / active EE | $1,497 | $3,095-51.6% | $3,142-52.3% | $3,537-57.7% |
| Admin fee / account holder | $183 | $144+26.6% | $5,800-96.9% | $97+87.4% |