Filed June 18, 2008
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 10-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 |
|---|---|---|
ASCENSUS LLC1 year Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 16 19435 W CAPITOL DRIVE · BROOKFIELD, WI 53045 | Consulting | $122,515 |
T ROWE PRICE RPS INC1 year Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $122,440 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,152 | $241,101-58.5% | $103,333-3.1% | $199,593-49.8% |
| Participation rate | 85.0% | 78.3%+6.7pp | 74.5%+10.5pp | 72.0%+13.0pp |
| Annual return | 15.33% | 17.80%-2.5pp | 24.88%-9.5pp | 34.25%-18.9pp |
| Employer contribution / active EE | $2,886 | $4,244-32.0% | $3,868-25.4% | $3,034-4.9% |
| Participant deferral / active EE | $7,559 | $3,958+91.0% | $5,057+49.5% | $5,087+48.6% |
| Admin fee / account holder | $89 | $288-69.1% | $8,355-98.9% | $269-66.9% |