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 INVESTMENT COUNCIL2 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 | $92,224+50.1% | $105,223+31.6% | $79,634+73.9% |
| Participation rate | 97.3% | 69.2%+28.1pp | 75.0%+22.2pp | 62.5%+34.8pp |
| Annual return | 15.22% | 88.65%-73.4pp | 180.65%-165.4pp | 36.46%-21.2pp |
| Employer contribution / active EE | $906 | $3,965-77.1% | $3,689-75.4% | $2,529-64.2% |
| Participant deferral / active EE | $8,698 | $3,834+126.8% | $5,072+71.5% | $3,835+126.8% |
| Admin fee / account holder | $294 | $1,121-73.8% | $8,859-96.7% | $1,002-70.7% |