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 COMPANY4+ years Filed as: THE NORTHERN TRUST COMPANY Service code 18 · EIN 36-1561860 | Custodial (securities); Direct paymen... | $35,851 |
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 | $495,703 | $73,102+578.1% | $123,544+301.2% | $56,287+780.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -4.74% | 3.01%-7.7pp | 119.20%-123.9pp | -9.96%+5.2pp |
| Employer contribution / active EE | $34,239 | $2,977+1050.1% | $4,628+639.9% | $2,111+1521.9% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $83 | $554-85.1% | $9,284-99.1% | $521-84.1% |