Filed December 7, 2001
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 |
|---|---|---|
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK, N.A. Service code 21 · EIN 36-2085229 11270 W PARK PLACE SUITE 400 · MILWAUKEE, WI 35224 | Bank Trustee | $24,656 |
STELLAR CAPITAL MANAGEMENT1+ years Service code 28 2200 E CAMELBACK RD SUITE 130 · PHOENIX, AZ 85016 | Investment Management | $13,425 |
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 | $47,206 | $43,550+8.4% | $63,517-25.7% | $52,331-9.8% |
| Participation rate | 94.9% | 65.7%+29.2pp | 71.0%+23.9pp | 68.1%+26.8pp |
| Annual return | 0.55% | 2.03%-1.5pp | -70.30%+70.8pp | 4.54%-4.0pp |
| Employer contribution / active EE | $2,670 | $1,351+97.6% | $2,322+15.0% | $1,882+41.9% |
| Participant deferral / active EE | $0 | $2,254-100.0% | $2,953-100.0% | $3,022-100.0% |
| Admin fee / account holder | $206 | $387-46.8% | $5,892-96.5% | $592-65.2% |