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 INC4+ years Filed as: COMPASS CAPITAL MANAGEMENT INC. Service code 28 · EIN 41-1611668 | Investment Management | $308,579 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $18,339 |
BMO HARRIS BANK NA3 years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
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 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 | $412,579 | $47,977+760.0% | $154,107+167.7% | $56,287+633.0% |
| Participation rate | 99.5% | 66.2%+33.3pp | 83.0%+16.4pp | 69.9%+29.6pp |
| Annual return | -2.09% | 3.54%-5.6pp | 735.12%-737.2pp | -9.96%+7.9pp |
| Employer contribution / active EE | $9,715 | $2,169+348.0% | $5,298+83.4% | $2,111+360.2% |
| Participant deferral / active EE | $6,585 | $2,392+175.3% | $5,081+29.6% | $3,350+96.6% |
| Admin fee / account holder | $1,549 | $438+253.6% | $13,411-88.4% | $521+197.4% |