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 LLC9+ years Filed as: FRANCIS INVESTMENT COUNSEL Service code 26 19435 W CAPITOL DRIVE · BROOKFIELD, WI 53045 | Advisory (Participants) | $57,554 |
ASSOCIATED TRUST COMPANY, N.A.9+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $32,306 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,100 | $65,390+274.8% | $169,368+44.7% | $71,457+243.0% |
| Participation rate | 94.6% | 67.0%+27.6pp | 77.1%+17.4pp | 67.9%+26.6pp |
| Annual return | 18.04% | 21.31%-3.3pp | 405.60%-387.6pp | 28.85%-10.8pp |
| Employer contribution / active EE | $2,987 | $2,079+43.7% | $4,013-25.6% | $2,588+15.4% |
| Participant deferral / active EE | $12,734 | $4,367+191.6% | $6,221+104.7% | $4,289+196.9% |
| Admin fee / account holder | $290 | $1,324-78.1% | $9,003-96.8% | $1,587-81.7% |