Filed June 22, 2010 (most recent of 2 filings on file)
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 |
|---|---|---|
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK, N.A. Service code 15 · EIN 36-2085229 | Recordkeeping | $40,477 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,717 | $37,117-52.3% | $147,614-88.0% | $55,191-67.9% |
| Participation rate | 83.5% | 63.6%+19.9pp | 84.6%-1.1pp | 69.2%+14.3pp |
| Annual return | -0.51% | 3.44%-4.0pp | 61.98%-62.5pp | 10.78%-11.3pp |
| Employer contribution / active EE | $2,593 | $1,620+60.0% | $5,564-53.4% | $1,899+36.6% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | $95 | $86+11.3% | $11,611-99.2% | $91+4.9% |