Filed October 18, 2006 (most recent of 4 filings on file)
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 |
|---|---|---|
MILLIMAN, INC.2+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $334,141 |
ASCENSUS LLC2+ years Filed as: FRANCIS INVESTMENT COUNSEL Service code 27 · EIN 90-0142264 | Advisory (Plan) | $151,719 |
WOODTRUST BANK2+ years Filed as: WOODTRUST Service code 26 181 SECOND ST SOUTH · WISCONSIN RAPIDS, WI 54494 | Advisory (Participants) | $68,546 |
MATRIX TRUST COMPANY2+ years Filed as: MATRIX TRUST Service code 19 · EIN 75-3182674 | Securities Custodian | $55,717 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,278 | $43,110+42.1% | $156,549-60.9% | $65,292-6.1% |
| Participation rate | 71.2% | 69.3%+1.8pp | 84.0%-12.9pp | 72.4%-1.3pp |
| Annual return | 9.08% | 11.24%-2.2pp | 32.23%-23.1pp | 11.84%-2.8pp |
| Employer contribution / active EE | $2,303 | $1,702+35.3% | $5,501-58.1% | $2,302+0.1% |
| Participant deferral / active EE | $2,655 | $2,520+5.4% | $4,871-45.5% | $3,579-25.8% |
| Admin fee / account holder | $157 | $47+232.5% | $13,027-98.8% | $57+173.8% |