Filed June 5, 2015
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $5,131 |
BMO HARRIS BANK NA2+ years Filed as: BMO HARRIS BANK, NA Service code 15 · EIN 36-2085229 | Recordkeeping | $1,575 |
Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $116,228 | $71,802+61.9% | $133,980-13.2% | $57,658+101.6% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.1%+12.9pp | 70.2%+29.8pp |
| Annual return | 11.27% | 13.51%-2.2pp | 29.30%-18.0pp | 5.13%+6.1pp |
| Employer contribution / active EE | $11,005 | $3,161+248.1% | $5,211+111.2% | $1,974+457.5% |
| Participant deferral / active EE | $8,170 | $4,606+77.4% | $6,282+30.1% | $3,061+167.0% |
| Admin fee / account holder | $5 | $88-93.8% | $9,324-99.9% | $95-94.2% |