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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST BUSINESS BANK Service code 18 · EIN 39-0394950 | Investment management fees paid direc... | $76,279 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $540,389 | $82,917+551.7% | $103,333+423.0% | $77,643+596.0% |
| Participation rate | 99.2% | 71.6%+27.7pp | 74.5%+24.7pp | 70.6%+28.7pp |
| Annual return | 21.02% | 19.13%+1.9pp | 24.88%-3.9pp | 31.24%-10.2pp |
| Employer contribution / active EE | $14,903 | $3,552+319.6% | $3,868+285.3% | $2,726+446.7% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $232 | $638-63.7% | $8,355-97.2% | $430-46.2% |