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 8-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) | $33,659 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN USA, INC. Service code 13 · EIN 91-0675641 | Contract Administrator | $19,795 |
MATRIX TRUST COMPANY1+ years Filed as: MG TRUST CO D/B/A MATRIX TRUST CO Service code 21 · EIN 75-3182674 | Bank Trustee | $8,472 |
WIPFLI LLP1+ years Service code 10 · EIN 39-0758449 | Accounting | $5,285 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $137,760 | $43,550+216.3% | $63,517+116.9% | $52,331+163.2% |
| Participation rate | 82.5% | 65.7%+16.8pp | 71.0%+11.5pp | 68.1%+14.4pp |
| Annual return | -1.88% | 2.03%-3.9pp | -70.30%+68.4pp | 4.54%-6.4pp |
| Employer contribution / active EE | $2,832 | $1,351+109.6% | $2,322+22.0% | $1,882+50.5% |
| Participant deferral / active EE | $1,892 | $2,254-16.0% | $2,953-35.9% | $3,022-37.4% |
| Admin fee / account holder | $505 | $387+30.6% | $5,892-91.4% | $592-14.6% |