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 ILLINOIS8+ years Service code 21 · EIN 36-3880930 1901 BUTTERFIELD ROAD SUITE 1000 · DOWNERS GROVE, IL 60515 | Bank Trustee | $24,045 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,048 | $47,722-55.9% | $82,719-74.6% | $64,808-67.5% |
| Participation rate | 87.9% | 67.6%+20.2pp | 72.6%+15.3pp | 71.5%+16.4pp |
| Annual return | -14.04% | -13.05%-1.0pp | 701.18%-715.2pp | 32.82%-46.9pp |
| Employer contribution / active EE | $1,205 | $2,179-44.7% | $3,009-59.9% | $2,506-51.9% |
| Participant deferral / active EE | $1,477 | $3,329-55.6% | $4,395-66.4% | $4,310-65.7% |
| Admin fee / account holder | $38 | $143-73.1% | $5,329-99.3% | $188-79.5% |