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 NA2+ years Filed as: BMO HARRIS, N.A. Service code 15 · EIN 36-2085229 | Recordkeeping | $82,408 |
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 | $34,121 | $36,916-7.6% | $156,549-78.2% | $57,658-40.8% |
| Participation rate | 100.0% | 63.4%+36.6pp | 84.0%+16.0pp | 70.2%+29.8pp |
| Annual return | 19.71% | 12.38%+7.3pp | 32.23%-12.5pp | 5.13%+14.6pp |
| Employer contribution / active EE | $1,491 | $1,571-5.1% | $5,501-72.9% | $1,974-24.5% |
| Participant deferral / active EE | $3,152 | $1,926+63.7% | $4,871-35.3% | $3,061+3.0% |
| Admin fee / account holder | $157 | $82+89.9% | $13,027-98.8% | $95+65.7% |