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 LLC3+ 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.3+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $37,168 |
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 | $137,187 | $65,223+110.3% | $80,019+71.4% | $55,725+146.2% |
| Participation rate | 95.0% | 80.6%+14.5pp | 75.8%+19.2pp | 70.9%+24.2pp |
| Annual return | 9.54% | 7.59%+2.0pp | 11.22%-1.7pp | 244.93%-235.4pp |
| Employer contribution / active EE | $764 | $2,544-70.0% | $2,468-69.0% | $2,078-63.2% |
| Participant deferral / active EE | $3,888 | $3,881+0.2% | $3,686+5.5% | $3,356+15.9% |
| Admin fee / account holder | $226 | $114+98.1% | $6,521-96.5% | $115+96.5% |