Filed September 20, 2010
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 9-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 |
|---|---|---|
FIRST MERCANTILE TRUST COMPANY2+ years Service code 62 · EIN 62-0951563 | Recordkeeping fees; Insurance mortali... | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,331 | $46,072-25.5% | $70,014-51.0% | $55,167-37.8% |
| Participation rate | 96.3% | 67.5%+28.9pp | 71.8%+24.5pp | 69.0%+27.3pp |
| Annual return | 6.04% | 8.68%-2.6pp | 12.99%-7.0pp | 169.23%-163.2pp |
| Employer contribution / active EE | $3,517 | $1,500+134.5% | $2,338+50.4% | $1,963+79.2% |
| Participant deferral / active EE | $3,213 | $2,344+37.1% | $2,931+9.6% | $3,054+5.2% |
| Admin fee / account holder | $210 | $428-51.0% | $4,380-95.2% | $504-58.4% |