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 INC6+ years Filed as: COMPASS CAPITAL MANAGEMENT INC. Service code 28 · EIN 41-1611668 | Investment Management | $291,176 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $19,659 |
BMO HARRIS BANK NA5 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 | $555,093 | $58,879+842.8% | $178,490+211.0% | $73,488+655.3% |
| Participation rate | 99.4% | 66.2%+33.2pp | 81.9%+17.5pp | 70.7%+28.8pp |
| Annual return | 16.48% | 24.86%-8.4pp | 151.07%-134.6pp | 28.51%-12.0pp |
| Employer contribution / active EE | $10,720 | $2,236+379.4% | $5,011+114.0% | $2,270+372.2% |
| Participant deferral / active EE | $6,751 | $2,567+162.9% | $5,202+29.8% | $3,740+80.5% |
| Admin fee / account holder | $1,466 | $400+266.3% | $13,984-89.5% | $513+185.8% |