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 COMPANY6+ years Filed as: NORTHERN TRUST CORPORATION Service code 28 · EIN 36-2723087 | Investment Management | $285,913 |
CITIGROUP GLOBAL MARKETS INC5+ years Filed as: CITIGROUP GLOBAL MARKETS INC. Service code 33 · EIN 11-2418191 | Securities brokerage commissions and ... | $205,476 |
Filed as: VOYA INSTITUTUTIONAL PLAN SERVICES Service code 13 · EIN 02-0488491 | Contract Administrator | $44,200 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
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 | $440,952 | $430,560+2.4% | $98,907+345.8% | $106,222+315.1% |
| Participation rate | 95.7% | 86.2%+9.6pp | 76.0%+19.7pp | 70.8%+24.9pp |
| Annual return | -4.26% | 17.89%-22.1pp | 196.43%-200.7pp | 21.69%-25.9pp |
| Employer contribution / active EE | $8,519 | $6,804+25.2% | $2,689+216.8% | $2,723+212.8% |
| Participant deferral / active EE | $17,500 | $9,623+81.9% | $4,244+312.3% | $4,600+280.4% |
| Admin fee / account holder | $0 | $220-100.0% | $6,642-100.0% | $78-100.0% |