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 | $103,878 |
FRANCIS LLC2 years Filed as: FRANCIS INVESTMENT COUNS Service code 27 · EIN 90-0142264 | Advisory (Plan) | $83,565 |
FRANCIS LLC1 year Service code 26 19435 W. CAPITOL DRIVE · BROOKFIELD, WI 53045 | Advisory (Participants) | $80,192 |
RSM US LLP9+ years Service code 10 · EIN 42-0714325 | Accounting | $29,522 |
Plan reported the discovery of a loss from fraud or dishonesty.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,809 | $99,078+27.0% | $96,544+30.3% | $74,419+69.1% |
| Participation rate | 96.8% | 80.7%+16.1pp | 76.0%+20.8pp | 70.7%+26.1pp |
| Annual return | 18.55% | 22.48%-3.9pp | 25.84%-7.3pp | 34.38%-15.8pp |
| Employer contribution / active EE | $5,803 | $2,570+125.8% | $2,965+95.7% | $2,637+120.0% |
| Participant deferral / active EE | $8,804 | $4,933+78.5% | $4,851+81.5% | $4,528+94.4% |
| Admin fee / account holder | $225 | $225+0.1% | $8,252-97.3% | $348-35.3% |