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 |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $626,267 |
ASCENSUS LLC2 years Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 27 · EIN 90-0142264 | Advisory (Plan) | $208,836 |
Annual investment return 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 | $62,494 | $63,259-1.2% | $178,490-65.0% | $93,223-33.0% |
| Participation rate | 84.8% | 72.1%+12.7pp | 81.9%+2.9pp | 74.9%+9.9pp |
| Annual return | 12.63% | 19.93%-7.3pp | 151.07%-138.4pp | 19.29%-6.7pp |
| Employer contribution / active EE | $3,720 | $1,865+99.5% | $5,011-25.8% | $2,680+38.8% |
| Participant deferral / active EE | $2,376 | $3,372-29.5% | $5,202-54.3% | $4,563-47.9% |
| Admin fee / account holder | $115 | $58+98.7% | $13,984-99.2% | $79+45.6% |