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 LLC7+ years Filed as: FRANCIS INVESTMENT COUNCIL Service code 26 · EIN 20-1042201 | Advisory (Participants) | $17,602 |
MILLIMAN, INC.1 year Filed as: MILLIMAN, INC Service code 15 · EIN 91-0675641 | Recordkeeping | $11,846 |
WIPFLI LLP7+ years Service code 10 · EIN 39-0758449 | Accounting | $5,291 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $5,270 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,481 | $59,584+30.0% | $86,874-10.8% | $79,386-2.4% |
| Participation rate | 70.0% | 67.7%+2.3pp | 71.6%-1.6pp | 70.7%-0.7pp |
| Annual return | 8.77% | 23.15%-14.4pp | 63.52%-54.8pp | 116.85%-108.1pp |
| Employer contribution / active EE | $2,357 | $1,768+33.3% | $2,495-5.5% | $2,427-2.9% |
| Participant deferral / active EE | $1,613 | $3,036-46.9% | $3,699-56.4% | $4,046-60.1% |
| Admin fee / account holder | $308 | $604-49.1% | $5,828-94.7% | $626-50.9% |