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 COMPANY5+ years Filed as: NORTHERN TRUST CORPORATION Service code 28 · EIN 36-2723087 | Investment Management | $256,375 |
CITIGROUP GLOBAL MARKETS INC4+ years Filed as: CITIGROUP GLOBAL MARKETS INC. Service code 33 · EIN 11-2418191 | Securities brokerage; Securities brok... | $124,408 |
Filed as: VOYA INSTITUTUTIONAL PLAN SERVICES Service code 13 · EIN 02-0488491 | Contract Administrator | $45,350 |
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 | $454,220 | $201,404+125.5% | $93,606+385.2% | $89,569+407.1% |
| Participation rate | 94.9% | 87.5%+7.3pp | 75.8%+19.0pp | 69.6%+25.3pp |
| Annual return | 15.52% | 23.05%-7.5pp | 32.76%-17.2pp | 34.56%-19.0pp |
| Employer contribution / active EE | $9,935 | $6,528+52.2% | $2,718+265.5% | $2,584+284.4% |
| Participant deferral / active EE | $15,922 | $9,208+72.9% | $4,069+291.3% | $4,220+277.3% |
| Admin fee / account holder | $0 | $89-100.0% | $7,888-100.0% | $72-100.0% |