Filed August 21, 2006
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 | $153,555 |
FRANCIS LLC4 years Filed as: FRANCIS INVESTMENT COUNS Service code 27 · EIN 90-0142264 | Advisory (Plan) | $56,608 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $95,815 | $112,623-14.9% | $106,213-9.8% | $199,593-52.0% |
| Participation rate | 61.1% | 86.2%-25.2pp | 75.3%-14.2pp | 72.0%-10.9pp |
| Annual return | 14.97% | 15.57%-0.6pp | 116.14%-101.2pp | 34.25%-19.3pp |
| Employer contribution / active EE | $1,233 | $4,575-73.0% | $3,171-61.1% | $3,034-59.4% |
| Participant deferral / active EE | $3,570 | $6,659-46.4% | $5,016-28.8% | $5,087-29.8% |
| Admin fee / account holder | $126 | $107+18.1% | $11,033-98.9% | $269-53.0% |