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 COMPANY8+ years Filed as: NORTHERN TRUST CORPORATION Service code 28 · EIN 36-2723087 | Investment Management | $188,351 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 13 · EIN 02-0488491 | Contract Administrator | $123,605 |
CITIGROUP GLOBAL MARKETS INC7+ years Filed as: CITIGROUP GLOBAL MARKETS INC. Service code 33 · EIN 11-2418191 | Securities brokerage commissions and ... | $47,669 |
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 | $567,335 | $185,545+205.8% | $90,749+525.2% | $89,394+534.6% |
| Participation rate | 95.7% | 85.0%+10.6pp | 75.7%+20.0pp | 71.3%+24.4pp |
| Annual return | 15.41% | -13.56%+29.0pp | -12.16%+27.6pp | -11.89%+27.3pp |
| Employer contribution / active EE | $10,606 | $7,210+47.1% | $2,921+263.1% | $3,022+251.0% |
| Participant deferral / active EE | $17,208 | $9,550+80.2% | $4,564+277.0% | $5,123+235.9% |
| Admin fee / account holder | $0 | $100-100.0% | $8,445-100.0% | $79-100.0% |