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 COMPANY10+ years Filed as: NORTHERN TRUST CORPORATION Service code 28 · EIN 36-2723087 | Investment Management | $516,433 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 13 · EIN 02-0488491 | Contract Administrator | $303,190 |
CITIGROUP GLOBAL MARKETS INC9+ years Filed as: CITIGROUP GLOBAL MARKETS INC. Service code 33 · EIN 11-2418191 | Securities brokerage; Securities brok... | $197,085 |
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 | $668,782 | $244,991+173.0% | $106,213+529.7% | $106,382+528.7% |
| Participation rate | 90.2% | 88.4%+1.8pp | 75.3%+14.9pp | 69.9%+20.3pp |
| Annual return | 14.64% | 13.48%+1.2pp | 116.14%-101.5pp | 17.37%-2.7pp |
| Employer contribution / active EE | $11,514 | $8,816+30.6% | $3,171+263.0% | $3,364+242.3% |
| Participant deferral / active EE | $18,314 | $11,442+60.1% | $5,016+265.1% | $5,569+228.9% |
| Admin fee / account holder | $0 | $88-100.0% | $11,033-100.0% | $79-100.0% |