Filed December 23, 2014 (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 |
|---|---|---|
NORTHERN TRUST COMPANY3+ years Filed as: THE NORTHERN TRUST COMPANY Service code 18 · EIN 36-1561860 | Direct payment from the plan; Custodi... | $37,489 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $526,667 | $80,753+552.2% | $136,294+286.4% | $62,292+745.5% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 13.40% | 35.83%-22.4pp | 5155.94%-5142.5pp | 28.90%-15.5pp |
| Employer contribution / active EE | $32,600 | $2,884+1030.5% | $4,695+594.3% | $2,042+1496.3% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $87 | $525-83.4% | $9,243-99.1% | $479-81.8% |