Filed January 6, 2006
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 LLC1 year Filed as: FRANCIS INVESTMENT Service code 27 · EIN 90-0142264 | Advisory (Plan) | $61,584 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $56,186 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $53,347 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,000 | $185,342-26.6% | $111,297+22.2% | $86,799+56.7% |
| Participation rate | 93.7% | 81.0%+12.7pp | 77.3%+16.3pp | 72.3%+21.4pp |
| Annual return | 15.03% | 500.80%-485.8pp | 54.65%-39.6pp | 97.91%-82.9pp |
| Employer contribution / active EE | $6,294 | $2,246+180.2% | $2,731+130.4% | $2,405+161.7% |
| Participant deferral / active EE | $7,411 | $4,458+66.2% | $4,487+65.1% | $4,131+79.4% |
| Admin fee / account holder | $224 | $255-12.4% | $7,964-97.2% | $170+32.0% |