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 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 |
|---|---|---|
COMPASS CAPITAL MANAGEMENT INC7+ years Filed as: COMPASS CAPITAL MANAGEMENT INC. Service code 28 · EIN 41-1611668 | Investment Management | $352,187 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $50,610 |
BMO HARRIS BANK NA6 years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $638,911 | $61,156+944.7% | $185,823+243.8% | $79,386+704.8% |
| Participation rate | 95.2% | 66.6%+28.6pp | 81.7%+13.5pp | 70.7%+24.5pp |
| Annual return | 14.74% | 19.45%-4.7pp | 122.05%-107.3pp | 116.85%-102.1pp |
| Employer contribution / active EE | $11,771 | $2,321+407.3% | $5,167+127.8% | $2,427+384.9% |
| Participant deferral / active EE | $7,470 | $2,789+167.9% | $5,568+34.2% | $4,046+84.7% |
| Admin fee / account holder | $1,984 | $710+179.6% | $16,237-87.8% | $626+216.7% |