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 COMPANY3+ years Service code 28 · EIN 62-0951563 | Investment Management | $16,024 |
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 | $14,119 | $44,221-68.1% | $121,196-88.3% | $56,287-74.9% |
| Participation rate | 85.6% | 61.1%+24.5pp | 71.7%+13.8pp | 69.9%+15.7pp |
| Annual return | 8.61% | -3.58%+12.2pp | 16.93%-8.3pp | -9.96%+18.6pp |
| Employer contribution / active EE | $915 | $1,480-38.2% | $4,022-77.3% | $2,111-56.7% |
| Participant deferral / active EE | $1,278 | $2,521-49.3% | $3,344-61.8% | $3,350-61.9% |
| Admin fee / account holder | $59 | $480-87.7% | $5,019-98.8% | $521-88.7% |