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 LLC2+ years Filed as: FRANCIS INVESTMENT COUNCIL Service code 26 · EIN 20-1042201 | Advisory (Participants) | $26,864 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN USA, INC. Service code 13 · EIN 91-0675641 | Contract Administrator | $18,277 |
MATRIX TRUST COMPANY2+ years Filed as: MG TRUST CO D/B/A MATRIX TRUST CO Service code 21 · EIN 75-3182674 | Bank Trustee | $7,452 |
WIPFLI LLP2+ years Service code 10 · EIN 39-0758449 | Accounting | $4,449 |
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 | $118,951 | $46,072+158.2% | $70,014+69.9% | $55,167+115.6% |
| Participation rate | 100.0% | 67.5%+32.5pp | 71.8%+28.2pp | 69.0%+31.0pp |
| Annual return | 5.89% | 8.68%-2.8pp | 12.99%-7.1pp | 169.23%-163.3pp |
| Employer contribution / active EE | $2,876 | $1,500+91.7% | $2,338+23.0% | $1,963+46.5% |
| Participant deferral / active EE | $2,064 | $2,344-11.9% | $2,931-29.6% | $3,054-32.4% |
| Admin fee / account holder | $410 | $428-4.0% | $4,380-90.6% | $504-18.6% |