Filed November 29, 2013
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 |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.11+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $51,007 |
FRANCIS LLC2 years Filed as: FRANCIS, LLC Service code 26 19435 W CAPITOL DR, STE 201 · BROOKFIELD, WI 53045 | Advisory (Participants) | $40,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,473 | $95,880+44.4% | $107,525+28.8% | $85,563+61.8% |
| Participation rate | 97.3% | 70.1%+27.1pp | 75.1%+22.2pp | 66.0%+31.3pp |
| Annual return | 15.22% | 68.06%-52.8pp | 181.32%-166.1pp | 31.51%-16.3pp |
| Employer contribution / active EE | $906 | $3,812-76.2% | $3,754-75.9% | $2,654-65.8% |
| Participant deferral / active EE | $8,698 | $4,201+107.0% | $5,116+70.0% | $4,375+98.8% |
| Admin fee / account holder | $294 | $1,025-71.4% | $8,919-96.7% | $834-64.8% |