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 ILLINOIS10+ years Service code 21 · EIN 36-3880930 1901 BUTTERFIELD ROAD SUITE 1000 · DOWNERS GROVE, IL 60515 | Bank Trustee | $36,244 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,313 | $65,908-61.6% | $81,812-69.1% | $77,643-67.4% |
| Participation rate | 87.3% | 65.8%+21.5pp | 72.3%+14.9pp | 70.6%+16.7pp |
| Annual return | 10.88% | 26.64%-15.8pp | 773.79%-762.9pp | 31.24%-20.4pp |
| Employer contribution / active EE | $1,490 | $2,370-37.2% | $2,912-48.8% | $2,726-45.3% |
| Participant deferral / active EE | $1,810 | $3,505-48.4% | $4,319-58.1% | $4,647-61.0% |
| Admin fee / account holder | $50 | $526-90.4% | $7,386-99.3% | $430-88.3% |