Filed July 27, 2011 (most recent of 5 filings on file)
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 7-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 COMPANY1 year Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $1,372 |
SEI INVESTMENTS1 year Service code 28 · EIN 23-1707341 | Investment Management | $1,218 |
FID INV INST OPS CO5+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $325 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,500 | $116,175-7.5% | $93,606+14.8% | $152,861-29.7% |
| Participation rate | 87.0% | 78.0%+8.9pp | 75.8%+11.1pp | 82.4%+4.5pp |
| Annual return | 17.19% | 35.96%-18.8pp | 32.76%-15.6pp | 345.32%-328.1pp |
| Employer contribution / active EE | $1,853 | $3,218-42.4% | $2,718-31.8% | $4,762-61.1% |
| Participant deferral / active EE | $6,717 | $4,603+45.9% | $4,069+65.1% | $5,850+14.8% |
| Admin fee / account holder | $11 | $10,748-99.9% | $7,888-99.9% | $11,596-99.9% |