Filed June 4, 2026 (most recent of 6 filings on file)
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 NA5+ years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $210,676 | $88,515+138.0% | $162,163+29.9% | $67,579+211.7% |
| Participation rate | 100.0% | 86.8%+13.2pp | 87.6%+12.4pp | 71.3%+28.7pp |
| Annual return | 21.52% | 27.04%-5.5pp | 115.59%-94.1pp | 378.56%-357.0pp |
| Employer contribution / active EE | $8,718 | $3,563+144.7% | $5,614+55.3% | $2,148+305.9% |
| Participant deferral / active EE | $4,738 | $5,724-17.2% | $7,298-35.1% | $3,539+33.9% |
| Admin fee / account holder | $8 | $124-93.9% | $10,843-99.9% | $142-94.7% |