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.3+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $331,637 |
ASCENSUS LLC3+ years Filed as: FRANCIS INVESTMENT COUNSEL Service code 27 · EIN 90-0142264 | Advisory (Plan) | $237,245 |
WOODTRUST BANK3+ years Filed as: WOODTRUST Service code 26 181 SECOND ST SOUTH · WISCONSIN RAPIDS, WI 54494 | Advisory (Participants) | $80,720 |
MATRIX TRUST COMPANY3+ years Filed as: MATRIX TRUST Service code 19 · EIN 75-3182674 | Securities Custodian | $60,546 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $62,754 | $48,835+28.5% | $170,442-63.2% | $177,276-64.6% |
| Participation rate | 87.3% | 72.1%+15.2pp | 83.6%+3.7pp | 74.8%+12.5pp |
| Annual return | 55.44% | 19.44%+36.0pp | 205.93%-150.5pp | 21.25%+34.2pp |
| Employer contribution / active EE | $1,836 | $1,798+2.1% | $5,433-66.2% | $2,479-26.0% |
| Participant deferral / active EE | $2,195 | $2,757-20.4% | $4,939-55.6% | $3,881-43.4% |
| Admin fee / account holder | $124 | $52+138.9% | $13,880-99.1% | $154-19.5% |