Filed April 4, 2018 (most recent of 2 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 NA1+ years Filed as: BMO HARRIS BANK N.A. Service code 15 · EIN 36-2085229 | Recordkeeping | $147,631 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,128 | $30,979-38.3% | $67,711-71.8% | $59,188-67.7% |
| Participation rate | 100.0% | 40.5%+59.5pp | 67.5%+32.5pp | 69.4%+30.6pp |
| Annual return | 2.59% | -1.74%+4.3pp | 25.41%-22.8pp | 5.51%-2.9pp |
| Employer contribution / active EE | $1,129 | $807+39.8% | $2,559-55.9% | $2,098-46.2% |
| Participant deferral / active EE | $2,201 | $1,603+37.3% | $3,585-38.6% | $3,265-32.6% |
| Admin fee / account holder | $88 | $81+8.1% | $4,255-97.9% | $92-5.0% |