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 ILLINOIS7+ years Service code 21 · EIN 36-3880930 1901 BUTTERFIELD ROAD SUITE 1000 · DOWNERS GROVE, IL 60515 | Bank Trustee | $27,419 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,913 | $58,290-59.0% | $98,442-75.7% | $86,799-72.5% |
| Participation rate | 91.4% | 68.3%+23.1pp | 73.3%+18.1pp | 72.3%+19.1pp |
| Annual return | 15.31% | 43.48%-28.2pp | 1492.73%-1477.4pp | 97.91%-82.6pp |
| Employer contribution / active EE | $1,033 | $2,008-48.6% | $2,960-65.1% | $2,405-57.1% |
| Participant deferral / active EE | $1,402 | $3,152-55.5% | $4,276-67.2% | $4,131-66.1% |
| Admin fee / account holder | $44 | $138-68.0% | $5,949-99.3% | $170-74.0% |