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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $79,602 |
FRANCIS LLC1 year Filed as: FRANCIS INVESTMENT COUNS Service code 13 · EIN 90-0142264 | Contract Administrator | $70,690 |
ASCENSUS LLC6 years Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 26 19435 W. CAPITOL DRIVE · BROOKFIELD, WI 53045 | Advisory (Participants) | $57,357 |
RSM US LLP8+ years Service code 10 · EIN 42-0714325 | Accounting | $28,560 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,879 | $72,254+88.1% | $86,677+56.8% | $64,808+109.7% |
| Participation rate | 72.0% | 80.4%-8.4pp | 76.6%-4.6pp | 71.5%+0.5pp |
| Annual return | 2.31% | 392.42%-390.1pp | 35.91%-33.6pp | 32.82%-30.5pp |
| Employer contribution / active EE | $3,492 | $2,393+45.9% | $2,836+23.1% | $2,506+39.4% |
| Participant deferral / active EE | $5,722 | $4,658+22.8% | $4,656+22.9% | $4,310+32.7% |
| Admin fee / account holder | $211 | $174+21.4% | $7,493-97.2% | $188+12.4% |