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 LLC5+ years Filed as: FRANCIS INVESTMENT COUNCIL Service code 26 · EIN 20-1042201 | Advisory (Participants) | $17,865 |
MILLIMAN, INC.5+ years Filed as: MILLIMAN USA, INC. Service code 13 · EIN 91-0675641 | Contract Administrator | $11,272 |
MATRIX TRUST COMPANY5+ years Filed as: MG TRUST CO D/B/A MATRIX TRUST CO Service code 21 · EIN 75-3182674 | Bank Trustee | $5,073 |
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 | $72,460 | $50,666+43.0% | $76,817-5.7% | $65,185+11.2% |
| Participation rate | 96.2% | 68.8%+27.4pp | 72.1%+24.1pp | 70.2%+26.0pp |
| Annual return | 15.21% | 28.51%-13.3pp | 1166.11%-1150.9pp | 29.38%-14.2pp |
| Employer contribution / active EE | $2,991 | $1,575+89.9% | $2,302+29.9% | $2,177+37.4% |
| Participant deferral / active EE | $2,094 | $2,647-20.9% | $3,336-37.2% | $3,514-40.4% |
| Admin fee / account holder | $263 | $463-43.2% | $6,420-95.9% | $847-68.9% |