Filed January 19, 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 |
|---|---|---|
COMPASS CAPITAL MANAGEMENT INC1+ years Filed as: COMPASS CAPITAL MANAGEMENT INC. Service code 28 · EIN 41-1611668 | Investment Management | $381,197 |
BMO HARRIS BANK NA1+ years Service code 15 · EIN 36-2085229 | Recordkeeping | $5,379 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $1,425 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value 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 | $380,594 | $46,360+721.0% | $147,614+157.8% | $52,331+627.3% |
| Participation rate | 99.4% | 64.9%+34.5pp | 84.6%+14.8pp | 68.1%+31.3pp |
| Annual return | -1.61% | 1.62%-3.2pp | 61.98%-63.6pp | 4.54%-6.2pp |
| Employer contribution / active EE | $10,428 | $2,126+390.5% | $5,564+87.4% | $1,882+454.2% |
| Participant deferral / active EE | $6,688 | $2,258+196.2% | $4,895+36.6% | $3,022+121.3% |
| Admin fee / account holder | $1,970 | $766+157.2% | $11,611-83.0% | $592+232.9% |