Filed December 30, 2014
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 |
|---|---|---|
CENTRUE BANK1+ years Service code 28 · EIN 93-6274329 | Investment Management | $148,275 |
HEWITT ASSOCIATES LLC1+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $44,294 |
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $37,632 |
THE BANK OF NEW YORK MELLON1+ years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $7,414 |
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT FINANCIAL SERVICES LLC Service code 33 · EIN 36-3943169 | Distribution (12b-1) fees; Securities... | $4,498 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $94,636 | $81,321+16.4% | $68,509+38.1% | $59,188+59.9% |
| Participation rate | 95.2% | 83.8%+11.3pp | 74.7%+20.4pp | 69.4%+25.8pp |
| Annual return | -2.11% | 4.65%-6.8pp | 8.27%-10.4pp | 5.51%-7.6pp |
| Employer contribution / active EE | $3,998 | $3,297+21.3% | $2,278+75.5% | $2,098+90.6% |
| Participant deferral / active EE | $10,314 | $4,592+124.6% | $3,382+204.9% | $3,265+215.9% |
| Admin fee / account holder | $50 | $62-19.2% | $5,275-99.1% | $92-45.9% |