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 | $39,404 |
FRANCIS LLC2 years Service code 28 19435 W CAPITOL DRIVE · BROOKFIELD, WI 53045 | Investment Management | $0 |
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 | $18,770 | $53,136-64.7% | $155,509-87.9% | $199,593-90.6% |
| Participation rate | 29.6% | 64.1%-34.4pp | 78.2%-48.6pp | 72.0%-42.3pp |
| Annual return | 18.44% | 41.15%-22.7pp | 64.67%-46.2pp | 34.25%-15.8pp |
| Employer contribution / active EE | $0 | $1,851-100.0% | $4,672-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $933 | $3,161-70.5% | $5,626-83.4% | $5,087-81.7% |
| Admin fee / account holder | $44 | $185-76.4% | $15,912-99.7% | $269-83.7% |