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 | $163,363 |
FRANCIS LLC5 years Filed as: FRANCIS INVESTMENT COUNS Service code 27 · EIN 90-0142264 | Advisory (Plan) | $56,832 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,474 | $123,077-17.6% | $116,228-12.7% | $102,872-1.4% |
| Participation rate | 62.3% | 87.0%-24.7pp | 74.6%-12.3pp | 73.0%-10.7pp |
| Annual return | 16.21% | 15.84%+0.4pp | 90.06%-73.8pp | 19.06%-2.8pp |
| Employer contribution / active EE | $1,260 | $4,380-71.2% | $2,994-57.9% | $3,526-64.3% |
| Participant deferral / active EE | $3,710 | $6,746-45.0% | $4,953-25.1% | $5,535-33.0% |
| Admin fee / account holder | $125 | $115+8.7% | $11,989-99.0% | $292-57.1% |