Filed October 21, 2008
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 |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $55,012 |
FRANCIS LLC2 years Service code 28 19435 W CAPITOL DRIVE · BROOKFIELD, WI 53045 | Investment Management | $0 |
Participant contribution per participant 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 | $22,698 | $53,136-57.3% | $155,509-85.4% | $199,593-88.6% |
| Participation rate | 80.4% | 64.1%+16.3pp | 78.2%+2.2pp | 72.0%+8.4pp |
| Annual return | 14.75% | 41.15%-26.4pp | 64.67%-49.9pp | 34.25%-19.5pp |
| Employer contribution / active EE | $1,686 | $1,851-8.9% | $4,672-63.9% | $3,034-44.4% |
| Participant deferral / active EE | $0 | $3,161-100.0% | $5,626-100.0% | $5,087-100.0% |
| Admin fee / account holder | $42 | $185-77.3% | $15,912-99.7% | $269-84.3% |