Filed November 25, 2008 (most recent of 2 filings on file)
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 |
|---|---|---|
FIRST MERCANTILE TRUST COMPANY2+ years Service code 28 · EIN 62-0951563 | Investment Management | $15,818 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,414 | $63,156-78.8% | $122,332-89.0% | $62,292-78.5% |
| Participation rate | 50.5% | 60.0%-9.5pp | 71.6%-21.1pp | 69.5%-19.0pp |
| Annual return | 10.19% | 20.61%-10.4pp | 30.27%-20.1pp | 28.90%-18.7pp |
| Employer contribution / active EE | $1,208 | $1,385-12.8% | $4,050-70.2% | $2,042-40.8% |
| Participant deferral / active EE | $1,357 | $2,321-41.5% | $3,287-58.7% | $3,169-57.2% |
| Admin fee / account holder | $69 | $440-84.2% | $5,478-98.7% | $479-85.5% |