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 4-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, N.A. Service code 15 · EIN 36-2085229 | Recordkeeping | $68,708 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,581 | $37,117-12.2% | $147,614-77.9% | $55,191-41.0% |
| Participation rate | 54.8% | 63.6%-8.8pp | 84.6%-29.8pp | 69.2%-14.4pp |
| Annual return | -0.47% | 3.44%-3.9pp | 61.98%-62.4pp | 10.78%-11.2pp |
| Employer contribution / active EE | $980 | $1,620-39.5% | $5,564-82.4% | $1,899-48.4% |
| Participant deferral / active EE | $1,971 | $1,985-0.7% | $4,895-59.7% | $3,046-35.3% |
| Admin fee / account holder | $159 | $86+85.9% | $11,611-98.6% | $91+75.2% |