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 |
|---|---|---|
FRANCIS LLC2 years Service code 26 19435 W CAPITOL DRIVE · BROOKFIELD, WI 53045 | Advisory (Participants) | $65,000 |
ASSOCIATED TRUST COMPANY, N.A.11+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $9,410 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $313,965 | $81,625+284.6% | $167,512+87.4% | $74,304+322.5% |
| Participation rate | 94.1% | 60.0%+34.1pp | 77.1%+17.1pp | 60.3%+33.8pp |
| Annual return | 15.38% | 26.09%-10.7pp | 1615.79%-1600.4pp | 29.43%-14.1pp |
| Employer contribution / active EE | $4,113 | $2,010+104.6% | $3,882+6.0% | $2,241+83.5% |
| Participant deferral / active EE | $14,564 | $4,115+254.0% | $6,405+127.4% | $3,767+286.6% |
| Admin fee / account holder | $257 | $3,474-92.6% | $9,769-97.4% | $2,969-91.4% |