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 LLC8+ 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.8+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $39,493 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $202,453 | $59,159+242.2% | $159,960+26.6% | $66,914+202.6% |
| Participation rate | 93.4% | 68.1%+25.3pp | 78.0%+15.5pp | 69.8%+23.6pp |
| Annual return | -16.77% | -12.26%-4.5pp | 408.60%-425.4pp | 1.58%-18.3pp |
| Employer contribution / active EE | $2,955 | $1,983+49.0% | $4,226-30.1% | $2,544+16.1% |
| Participant deferral / active EE | $12,129 | $4,395+176.0% | $6,182+96.2% | $4,237+186.3% |
| Admin fee / account holder | $330 | $591-44.2% | $8,698-96.2% | $593-44.4% |