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 LLC7+ 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.7+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $41,501 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $250,581 | $70,879+253.5% | $189,557+32.2% | $79,386+215.6% |
| Participation rate | 94.3% | 68.0%+26.3pp | 78.4%+15.8pp | 70.7%+23.6pp |
| Annual return | 13.47% | 20.70%-7.2pp | 64.17%-50.7pp | 116.85%-103.4pp |
| Employer contribution / active EE | $3,012 | $1,806+66.7% | $4,412-31.7% | $2,427+24.1% |
| Participant deferral / active EE | $12,209 | $4,081+199.2% | $6,174+97.8% | $4,046+201.8% |
| Admin fee / account holder | $345 | $647-46.8% | $9,807-96.5% | $626-45.0% |