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 |
|---|---|---|
FRANCIS LLC2 years Service code 26 19435 W. CAPITOL DRIVE #201 · BROOKFIELD, WI 53045 | Advisory (Participants) | $98,985 |
ASSOCIATED TRUST COMPANY, N.A.10+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $55,429 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,953 | $104,919+41.0% | $116,228+27.3% | $85,563+72.9% |
| Participation rate | 96.9% | 78.6%+18.3pp | 74.6%+22.4pp | 66.0%+30.9pp |
| Annual return | 9.66% | 15.38%-5.7pp | 90.06%-80.4pp | 31.51%-21.9pp |
| Employer contribution / active EE | $1,105 | $3,485-68.3% | $2,994-63.1% | $2,654-58.4% |
| Participant deferral / active EE | $5,905 | $5,306+11.3% | $4,953+19.2% | $4,375+35.0% |
| Admin fee / account holder | $289 | $429-32.6% | $11,989-97.6% | $834-65.4% |