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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $44,051 |
FRANCIS LLC1 year Service code 28 19435 W CAPITOL DRIVE · BROOKFIELD, WI 53045 | Investment Management | $12,988 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $17,857 | $50,127-64.4% | $149,673-88.1% | $80,160-77.7% |
| Participation rate | 31.5% | 64.3%-32.8pp | 78.8%-47.2pp | 72.9%-41.4pp |
| Annual return | 19.03% | 29.82%-10.8pp | 134.42%-115.4pp | 40.38%-21.4pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $4,818-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $775 | $3,194-75.7% | $5,680-86.4% | $5,017-84.5% |
| Admin fee / account holder | $10 | $153-93.3% | $13,210-99.9% | $145-93.0% |