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 LLC3+ years Filed as: FRANCIS INVESTMENT COUNCIL Service code 26 · EIN 20-1042201 | Advisory (Participants) | $21,536 |
MILLIMAN, INC.3+ years Filed as: MILLIMAN USA, INC. Service code 13 · EIN 91-0675641 | Contract Administrator | $19,609 |
MATRIX TRUST COMPANY3+ years Filed as: MG TRUST CO D/B/A MATRIX TRUST CO Service code 21 · EIN 75-3182674 | Bank Trustee | $6,532 |
WIPFLI LLP3+ years Service code 10 · EIN 39-0758449 | Accounting | $3,817 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $106,485 | $50,385+111.3% | $75,670+40.7% | $62,292+70.9% |
| Participation rate | 85.7% | 67.7%+18.0pp | 72.3%+13.4pp | 69.5%+16.2pp |
| Annual return | 11.26% | 19.90%-8.6pp | 27.34%-16.1pp | 28.90%-17.6pp |
| Employer contribution / active EE | $3,110 | $1,537+102.3% | $2,352+32.2% | $2,042+52.3% |
| Participant deferral / active EE | $2,111 | $2,445-13.7% | $3,142-32.8% | $3,169-33.4% |
| Admin fee / account holder | $384 | $3840% | $5,800-93.4% | $479-19.8% |