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 LLC4+ years Filed as: FRANCIS INVESTMENT COUNCIL Service code 26 · EIN 20-1042201 | Advisory (Participants) | $75,086 |
MILLIMAN, INC.4+ years Filed as: MILLIMAN USA, INC. Service code 13 · EIN 91-0675641 | Contract Administrator | $60,528 |
WIPFLI LLP4+ years Service code 10 · EIN 39-0758449 | Accounting | $13,632 |
MATRIX TRUST COMPANY4+ years Filed as: MG TRUST CO D/B/A MATRIX TRUST CO Service code 21 · EIN 75-3182674 | Bank Trustee | $12,880 |
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 | $52,683 | $77,559-32.1% | $68,793-23.4% | $75,289-30.0% |
| Participation rate | 58.3% | 78.3%-20.0pp | 72.2%-13.9pp | 72.4%-14.1pp |
| Annual return | -6.26% | -1.01%-5.3pp | -4.63%-1.6pp | -0.04%-6.2pp |
| Employer contribution / active EE | $2,094 | $1,993+5.1% | $2,625-20.2% | $2,405-12.9% |
| Participant deferral / active EE | $1,641 | $3,128-47.5% | $3,311-50.4% | $3,739-56.1% |
| Admin fee / account holder | $189 | $90+108.8% | $5,131-96.3% | $102+84.5% |