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 NA3+ years Filed as: BMO HARRIS, N.A. Service code 15 · EIN 36-2085229 | Recordkeeping | $102,187 |
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 | $41,781 | $46,173-9.5% | $170,442-75.5% | $69,631-40.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 18.93% | 21.62%-2.7pp | 205.93%-187.0pp | 27571.02%-27552.1pp |
| Employer contribution / active EE | $1,597 | $1,610-0.8% | $5,433-70.6% | $2,032-21.4% |
| Participant deferral / active EE | $3,580 | $2,080+72.1% | $4,939-27.5% | $3,224+11.1% |
| Admin fee / account holder | $199 | $116+71.4% | $13,880-98.6% | $110+80.0% |