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 ILLINOIS9+ years Service code 21 · EIN 36-3880930 1901 BUTTERFIELD ROAD SUITE 1000 · DOWNERS GROVE, IL 60515 | Bank Trustee | $30,686 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,215 | $52,208-51.7% | $86,612-70.9% | $74,419-66.1% |
| Participation rate | 88.7% | 66.3%+22.4pp | 71.7%+17.0pp | 70.7%+18.0pp |
| Annual return | 17.28% | 44.46%-27.2pp | 591.07%-573.8pp | 34.38%-17.1pp |
| Employer contribution / active EE | $1,475 | $2,282-35.4% | $3,022-51.2% | $2,637-44.1% |
| Participant deferral / active EE | $1,630 | $3,383-51.8% | $4,438-63.3% | $4,528-64.0% |
| Admin fee / account holder | $49 | $319-84.7% | $5,614-99.1% | $348-86.0% |