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 LLC7+ years Filed as: FRANCIS INVESTMENT COUNSEL, LLC Service code 26 21180 W. CAPITAL DRIVE · PEWAUKEE, WI 53072 | Advisory (Participants) | $85,000 |
ASSOCIATED TRUST COMPANY, N.A.7+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $53,970 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,937 | $81,908+37.9% | $90,749+24.4% | $64,808+74.3% |
| Participation rate | 89.2% | 80.5%+8.7pp | 75.7%+13.5pp | 71.5%+17.7pp |
| Annual return | -13.12% | -12.53%-0.6pp | -12.16%-1.0pp | 32.82%-45.9pp |
| Employer contribution / active EE | $401 | $3,065-86.9% | $2,921-86.3% | $2,506-84.0% |
| Participant deferral / active EE | $4,267 | $4,840-11.8% | $4,564-6.5% | $4,310-1.0% |
| Admin fee / account holder | $225 | $157+42.9% | $8,445-97.3% | $188+19.5% |