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 LLC6+ years Filed as: FRANCIS INVESTMENT COUNCIL Service code 26 · EIN 20-1042201 | Advisory (Participants) | $19,606 |
MILLIMAN, INC.6+ years Filed as: MILLIMAN USA, INC. Service code 13 · EIN 91-0675641 | Contract Administrator | $10,510 |
MATRIX TRUST COMPANY6+ years Filed as: MG TRUST CO D/B/A MATRIX TRUST CO Service code 21 · EIN 75-3182674 | Bank Trustee | $5,558 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,990 | $63,764+27.0% | $81,930-1.1% | $79,858+1.4% |
| Participation rate | 98.9% | 67.5%+31.4pp | 72.0%+26.9pp | 69.6%+29.2pp |
| Annual return | 10.77% | 22.66%-11.9pp | 29.49%-18.7pp | 31.71%-20.9pp |
| Employer contribution / active EE | $3,174 | $1,795+76.8% | $4,310-26.4% | $2,471+28.4% |
| Participant deferral / active EE | $2,290 | $2,780-17.6% | $7,107-67.8% | $3,740-38.8% |
| Admin fee / account holder | $284 | $4,426-93.6% | $5,158-94.5% | $5,306-94.6% |