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 |
|---|---|---|
RSM US LLP2 years Service code 10 · EIN 42-0714325 | Accounting | $15,750 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $13,860 |
FRANCIS LLC1 year Filed as: FRANCIS INVESTMENT COUNS Service code 27 · EIN 90-0142264 | Advisory (Plan) | $5,328 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,608 | $80,968-11.6% | $96,544-25.8% | $75,163-4.7% |
| Participation rate | 84.7% | 71.8%+12.9pp | 76.0%+8.7pp | 67.2%+17.5pp |
| Annual return | 10.35% | 27.06%-16.7pp | 25.84%-15.5pp | 160.62%-150.3pp |
| Employer contribution / active EE | $2,037 | $2,282-10.7% | $2,965-31.3% | $2,670-23.7% |
| Participant deferral / active EE | $3,932 | $3,928+0.1% | $4,851-18.9% | $4,125-4.7% |
| Admin fee / account holder | $174 | $6,724-97.4% | $8,252-97.9% | $5,651-96.9% |