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 NA2+ years Filed as: BMO HARRIS BANK, N.A. Service code 15 · EIN 36-2085229 | Recordkeeping | $38,968 |
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 | $18,281 | $36,916-50.5% | $156,549-88.3% | $57,658-68.3% |
| Participation rate | 100.0% | 63.4%+36.6pp | 84.0%+16.0pp | 70.2%+29.8pp |
| Annual return | 6.00% | 12.38%-6.4pp | 32.23%-26.2pp | 5.13%+0.9pp |
| Employer contribution / active EE | $2,065 | $1,571+31.5% | $5,501-62.5% | $1,974+4.6% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $87 | $82+5.7% | $13,027-99.3% | $95-7.8% |