Filed May 23, 2006
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 |
|---|---|---|
TRUST COMPANY OF ILLINOIS6+ years Service code 21 · EIN 36-3880930 1901 BUTTERFIELD ROAD SUITE 1000 · DOWNERS GROVE, IL 60515 | Bank Trustee | $24,323 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,242 | $52,670-57.8% | $90,404-75.4% | $73,409-69.7% |
| Participation rate | 87.9% | 67.7%+20.2pp | 72.7%+15.2pp | 72.2%+15.7pp |
| Annual return | 12.52% | 20.70%-8.2pp | 1293.02%-1280.5pp | 59.29%-46.8pp |
| Employer contribution / active EE | $910 | $1,872-51.4% | $3,262-72.1% | $2,234-59.3% |
| Participant deferral / active EE | $1,197 | $2,807-57.4% | $3,963-69.8% | $3,805-68.6% |
| Admin fee / account holder | $40 | $117-65.9% | $5,611-99.3% | $158-74.8% |