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 NA3+ 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 | $26,652 |
STELLAR CAPITAL MANAGEMENT3+ years Service code 28 2200 EAST CAMELBACK ROAD, SUITE 130 · PHOENIX, AZ 85016 | Investment Management | $14,304 |
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 | $53,319 | $50,385+5.8% | $75,670-29.5% | $62,292-14.4% |
| Participation rate | 100.0% | 67.7%+32.3pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 16.69% | 19.90%-3.2pp | 27.34%-10.7pp | 28.90%-12.2pp |
| Employer contribution / active EE | $3,545 | $1,537+130.6% | $2,352+50.7% | $2,042+73.6% |
| Participant deferral / active EE | $0 | $2,445-100.0% | $3,142-100.0% | $3,169-100.0% |
| Admin fee / account holder | $216 | $384-43.8% | $5,800-96.3% | $479-55.0% |