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 BANK2+ years Service code 28 · EIN 93-6274329 | Investment Management | $119,124 |
HEWITT ASSOCIATES LLC2+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $70,203 |
NORTHERN TRUST COMPANY2+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $30,285 |
THE BANK OF NEW YORK MELLON2+ years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $10,681 |
HEWITT ASSOCIATES LLC2+ years Filed as: HEWITT FINANCIAL SERVICES LLC Service code 33 · EIN 36-3943169 | Distribution (12b-1) fees; Finders' f... | $4,810 |
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 | $108,640 | $82,279+32.0% | $77,999+39.3% | $63,975+69.8% |
| Participation rate | 95.0% | 84.7%+10.3pp | 75.5%+19.5pp | 71.1%+23.9pp |
| Annual return | 8.40% | 11.20%-2.8pp | 425.96%-417.6pp | 48.65%-40.3pp |
| Employer contribution / active EE | $5,382 | $3,297+63.2% | $2,470+117.9% | $2,182+146.7% |
| Participant deferral / active EE | $12,477 | $4,538+174.9% | $3,497+256.8% | $3,356+271.7% |
| Admin fee / account holder | $33 | $81-60.0% | $5,480-99.4% | $70-53.8% |