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 NA4+ years Filed as: BMO HARRIS BANK, N.A. Service code 64 · EIN 36-2085229 11270 WEST PARK PLACE, SUITE 400 · MILWAUKEE, WI 35224 | Recordkeeping Fees | $25,298 |
STELLAR CAPITAL MANAGEMENT4+ years Service code 27 · EIN 86-0993065 2200 EAST CAMELBACK ROAD, SUITE 130 · PHOENIX, AZ 85016 | Advisory (Plan) | $15,209 |
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 | $43,253 | $43,504-0.6% | $68,793-37.1% | $56,287-23.2% |
| Participation rate | 100.0% | 67.8%+32.2pp | 72.2%+27.8pp | 69.9%+30.1pp |
| Annual return | -4.68% | -3.15%-1.5pp | -4.63%-0.1pp | -9.96%+5.3pp |
| Employer contribution / active EE | $3,380 | $1,525+121.6% | $2,625+28.8% | $2,111+60.1% |
| Participant deferral / active EE | $0 | $2,509-100.0% | $3,311-100.0% | $3,350-100.0% |
| Admin fee / account holder | $223 | $515-56.6% | $5,131-95.6% | $521-57.1% |