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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $200,425 |
FRANCIS LLC1 year Filed as: FRANCIS INVESTMENT COUNC Service code 13 · EIN 90-0142264 | Contract Administrator | $107,212 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,440 | $76,774-16.1% | $112,228-42.6% | $77,904-17.3% |
| Participation rate | 96.7% | 80.2%+16.5pp | 75.1%+21.6pp | 73.7%+23.0pp |
| Annual return | -16.43% | -10.25%-6.2pp | 27.45%-43.9pp | 12.21%-28.6pp |
| Employer contribution / active EE | $3,304 | $3,977-16.9% | $3,635-9.1% | $2,848+16.0% |
| Participant deferral / active EE | $7,470 | $3,778+97.7% | $4,728+58.0% | $4,806+55.4% |
| Admin fee / account holder | $101 | $239-57.7% | $6,410-98.4% | $133-23.8% |