Filed December 18, 2000 (most recent of 2 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 |
|---|---|---|
ASCENSUS LLC3+ years Filed as: FRANCIS INVESTMENT COUNSEL Service code 26 19435 W CAPITOL DRIVE · BROOKFIELD, WI 53045 | Advisory (Participants) | $65,000 |
ASSOCIATED TRUST COMPANY, N.A.3+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $12,694 |
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 | $153,354 | $46,966+226.5% | $185,117-17.2% | $69,631+120.2% |
| Participation rate | 93.8% | 65.3%+28.6pp | 77.3%+16.6pp | 70.7%+23.1pp |
| Annual return | 18.56% | 22.36%-3.8pp | 40.50%-21.9pp | 27571.02%-27552.5pp |
| Employer contribution / active EE | $2,676 | $1,360+96.7% | $4,182-36.0% | $2,032+31.7% |
| Participant deferral / active EE | $8,086 | $3,017+168.0% | $5,045+60.3% | $3,224+150.8% |
| Admin fee / account holder | $243 | $94+158.8% | $8,159-97.0% | $110+119.8% |