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 | Investment advisory (plan); Investmen... | $87,842 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $11,968,824 | $76,670+15510.9% | $96,683+12279.5% | $71,457+16649.6% |
| Participation rate | 0.0% | 66.6%-66.6pp | 74.3%-74.3pp | 67.9%-67.9pp |
| Annual return | 25.72% | 48.29%-22.6pp | 35.69%-10.0pp | 28.85%-3.1pp |
| Employer contribution / active EE | $5,297 | $3,031+74.7% | $3,737+41.8% | $2,588+104.7% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $6,767 | $2,028+233.6% | $6,730+0.6% | $1,587+326.3% |