Filed September 9, 1992
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 |
|---|---|---|
VERISIGHT, INC.1+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $50,405 |
ASCENSUS LLC1+ years Filed as: FRANCIS INVESTMENT COUNSEL, LLC Service code 26 21180 W. CAPITAL DRIVE · PEWAUKEE, WI 53072 | Advisory (Participants) | $45,446 |
ASSOCIATED TRUST COMPANY, N.A.1+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $15,257 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,557 | $74,024+35.8% | $77,999+28.9% | $57,658+74.4% |
| Participation rate | 94.9% | 79.7%+15.1pp | 75.5%+19.3pp | 70.2%+24.6pp |
| Annual return | -2.16% | 12.14%-14.3pp | 425.96%-428.1pp | 5.13%-7.3pp |
| Employer contribution / active EE | $640 | $2,365-73.0% | $2,470-74.1% | $1,974-67.6% |
| Participant deferral / active EE | $3,730 | $3,533+5.6% | $3,497+6.7% | $3,061+21.9% |
| Admin fee / account holder | $181 | $93+94.2% | $5,480-96.7% | $95+91.4% |