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 NA6+ 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,816 | $111,608+113.1% | $177,821+33.7% | $73,409+224.0% |
| Participation rate | 97.4% | 87.9%+9.6pp | 87.7%+9.7pp | 72.2%+25.2pp |
| Annual return | 14.08% | 18.23%-4.2pp | 48.32%-34.2pp | 59.29%-45.2pp |
| Employer contribution / active EE | $8,944 | $3,796+135.6% | $5,918+51.1% | $2,234+300.4% |
| Participant deferral / active EE | $4,935 | $6,199-20.4% | $7,714-36.0% | $3,805+29.7% |
| Admin fee / account holder | $8 | $166-95.4% | $12,427-99.9% | $158-95.2% |