Filed January 26, 2006 (most recent of 3 filings on file)
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 12 · EIN 13-3689044 | Participant communication; Recordkeep... | $147,753 |
ASCENSUS LLC9+ years Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 16 · EIN 90-0142264 | Consulting | $60,000 |
NATIONAL FINANCIAL SERVICES7 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,003 | $107,459+2.4% | $135,903-19.1% | $80,160+37.2% |
| Participation rate | 99.3% | 78.0%+21.2pp | 81.9%+17.4pp | 72.9%+26.3pp |
| Annual return | 17.44% | 91.91%-74.5pp | 68.23%-50.8pp | 40.38%-22.9pp |
| Employer contribution / active EE | $3,185 | $3,877-17.9% | $4,856-34.4% | $2,978+7.0% |
| Participant deferral / active EE | $6,797 | $8,195-17.1% | $7,758-12.4% | $5,017+35.5% |
| Admin fee / account holder | $132 | $127+4.0% | $10,762-98.8% | $145-8.9% |