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 NA2+ years Filed as: BMO HARRIS BANK, N.A. Service code 21 · EIN 36-2085229 11270 WEST PARK PLACE, SUITE 400 · MILWAUKEE, WI 35224 | Bank Trustee | $24,990 |
STELLAR CAPITAL MANAGEMENT2+ years Service code 28 2200 EAST CAMELBACK ROAD, SUITE 130 · PHOENIX, AZ 85016 | Investment Management | $13,219 |
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 | $47,550 | $46,072+3.2% | $70,014-32.1% | $55,167-13.8% |
| Participation rate | 95.5% | 67.5%+28.1pp | 71.8%+23.7pp | 69.0%+26.6pp |
| Annual return | 7.71% | 8.68%-1.0pp | 12.99%-5.3pp | 169.23%-161.5pp |
| Employer contribution / active EE | $2,964 | $1,500+97.6% | $2,338+26.8% | $1,963+51.0% |
| Participant deferral / active EE | $0 | $2,344-100.0% | $2,931-100.0% | $3,054-100.0% |
| Admin fee / account holder | $204 | $428-52.3% | $4,380-95.3% | $504-59.5% |