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 | $87,182 |
FRANCIS LLC3 years Filed as: FRANCIS INVESTMENT COUNS Service code 27 · EIN 90-0142264 | Advisory (Plan) | $80,440 |
RSM US LLP1 year Filed as: RSM Service code 10 · EIN 42-0714325 | Accounting | $38,325 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $145,075 | $88,890+63.2% | $102,423+41.6% | $77,643+86.8% |
| Participation rate | 95.9% | 80.9%+15.0pp | 76.5%+19.4pp | 70.6%+25.3pp |
| Annual return | 14.46% | 24.98%-10.5pp | 29.32%-14.9pp | 31.24%-16.8pp |
| Employer contribution / active EE | $3,760 | $2,698+39.4% | $3,023+24.4% | $2,726+37.9% |
| Participant deferral / active EE | $8,243 | $5,145+60.2% | $5,053+63.1% | $4,647+77.4% |
| Admin fee / account holder | $245 | $235+3.9% | $9,451-97.4% | $430-43.2% |