Filed January 17, 2006
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 |
|---|---|---|
BMO HARRIS BANK NA2+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $47,104 | $56,640-16.8% | $80,975-41.8% | $57,658-18.3% |
| Participation rate | 40.1% | 75.9%-35.7pp | 75.8%-35.7pp | 70.2%-30.1pp |
| Annual return | 7.68% | 19.97%-12.3pp | 17.10%-9.4pp | 5.13%+2.5pp |
| Employer contribution / active EE | $0 | $2,085-100.0% | $3,714-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,796 | $4,944-63.7% | $5,696-68.5% | $3,061-41.3% |
| Admin fee / account holder | $3 | $87-96.6% | $5,516-99.9% | $95-96.8% |