Filed February 24, 1994 (most recent of 2 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 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 COMPANY11+ years Filed as: NORTHERN TRUST CORPORATION Service code 28 · EIN 36-2723087 | Investment Management | $475,348 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 13 · EIN 02-0488491 | Contract Administrator | $308,060 |
CITIGROUP GLOBAL MARKETS INC10+ years Filed as: CITIGROUP GLOBAL MARKETS INC. Service code 33 · EIN 11-2418191 | Securities brokerage; Securities brok... | $203,462 |
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 | $710,119 | $140,769+404.5% | $116,228+511.0% | $140,769+404.5% |
| Participation rate | 94.0% | 74.2%+19.9pp | 74.6%+19.5pp | 74.2%+19.9pp |
| Annual return | 15.06% | 16.82%-1.8pp | 90.06%-75.0pp | 16.82%-1.8pp |
| Employer contribution / active EE | $12,661 | $3,906+224.2% | $2,994+322.8% | $3,906+224.2% |
| Participant deferral / active EE | $19,667 | $6,717+192.8% | $4,953+297.1% | $6,717+192.8% |
| Admin fee / account holder | $0 | $229-100.0% | $11,989-100.0% | $229-100.0% |