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 |
|---|---|---|
ASCENSUS LLC2+ years Filed as: FRANCIS INVESTMENT COUNSEL, LLC Service code 26 21180 W. CAPITAL DRIVE · PEWAUKEE, WI 53072 | Advisory (Participants) | $90,000 |
ASSOCIATED TRUST COMPANY, N.A.2+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $56,117 |
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 | $129,753 | $75,284+72.3% | $91,001+42.6% | $69,631+86.3% |
| Participation rate | 95.6% | 80.4%+15.2pp | 75.6%+20.0pp | 70.7%+24.9pp |
| Annual return | 14.63% | 48.40%-33.8pp | 4.60%+10.0pp | 27571.02%-27556.4pp |
| Employer contribution / active EE | $716 | $2,473-71.0% | $2,456-70.8% | $2,032-64.7% |
| Participant deferral / active EE | $4,047 | $3,700+9.4% | $3,547+14.1% | $3,224+25.6% |
| Admin fee / account holder | $230 | $111+107.9% | $5,417-95.8% | $110+108.1% |