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 LLC5+ years Filed as: FRANCIS INVESTMENT COUNSEL, LLC Service code 26 21180 W. CAPITAL DRIVE · PEWAUKEE, WI 53072 | Advisory (Participants) | $101,500 |
ASSOCIATED TRUST COMPANY, N.A.5+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $46,339 |
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 | $121,036 | $85,135+42.2% | $98,907+22.4% | $73,409+64.9% |
| Participation rate | 96.5% | 81.1%+15.3pp | 76.0%+20.5pp | 72.2%+24.3pp |
| Annual return | 2.34% | 19.14%-16.8pp | 196.43%-194.1pp | 59.29%-57.0pp |
| Employer contribution / active EE | $670 | $2,721-75.4% | $2,689-75.1% | $2,234-70.0% |
| Participant deferral / active EE | $3,685 | $4,349-15.3% | $4,244-13.2% | $3,805-3.2% |
| Admin fee / account holder | $244 | $139+75.5% | $6,642-96.3% | $158+54.8% |