Filed July 28, 2022
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 NA6+ years Service code 19 · EIN 36-2085229 111 W. MONROE ST. · CHICAGO, IL 60603 | Securities Custodian | $13,908 |
HILDI INC.1 year Filed as: HILDI INC., A DIVISION OF USICG Service code 11 · EIN 06-1053228 8000 NORMAN CENTER DRIVE, SUITE 400 · BLOOMINGTON, MN 55437 | Actuarial | $8,220 |
Service code 17 · EIN 41-1802551 706 2ND AVE SOUTH, SUITE 276 · MINNEAPOLIS, MN 55402 | Pension Consulting | $6,458 |
See 1 actuary disclosure. $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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $95,044-100.0% | $38,981-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 8.4%-8.4pp |
| Annual return | 10.07% | 9.08%+1.0pp | 11.38%-1.3pp | 18.34%-8.3pp |
| Employer contribution / active EE | $3,599 | $8,992-60.0% | $18,467-80.5% | $14,665-75.5% |
| Participant deferral / active EE | $0 | $4-100.0% | $71-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $786-100.0% | $9,141-100.0% |