Filed November 29, 2013
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 |
|---|---|---|
Filed as: FIRST BUSINESS BANK Service code 18 · EIN 39-0394950 | Custodial (other than securities); In... | $79,874 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $430,045 | $64,119+570.7% | $112,228+283.2% | $66,914+542.7% |
| Participation rate | 99.6% | 68.5%+31.1pp | 75.1%+24.5pp | 69.8%+29.8pp |
| Annual return | 13.18% | -13.81%+27.0pp | 27.45%-14.3pp | 1.58%+11.6pp |
| Employer contribution / active EE | $3,465 | $3,005+15.3% | $3,635-4.7% | $2,544+36.2% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $254 | $625-59.3% | $6,410-96.0% | $593-57.1% |