Filed September 9, 2010
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 |
|---|---|---|
Filed as: FIDELITY INV INST OPS Service code 37 · EIN 04-2647786 | Loan Processing | $538,946 |
NORTHERN TRUST COMPANY3 years Filed as: NORTHERN TRUST CO. Service code 28 · EIN 36-1561860 | Investment Management | $245,238 |
Filed as: MCMERMOTT, WILL & SCHULTE LLP Service code 29 · EIN 36-1453176 | Legal | $89,915 |
FORVIS MAZARS, LLP3 years Service code 10 · EIN 44-0160260 | Accounting | $50,900 |
Filed as: FIDUCIARY COUNSELORS Service code 27 · EIN 22-3709903 | Advisory (Plan) | $40,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,049 | $111,0720% | $156,263-28.9% | $102,872+7.9% |
| Participation rate | 91.4% | 80.1%+11.3pp | 78.9%+12.5pp | 73.0%+18.4pp |
| Annual return | 12.29% | 16.98%-4.7pp | 59.47%-47.2pp | 19.06%-6.8pp |
| Employer contribution / active EE | $4,034 | $4,017+0.4% | $4,333-6.9% | $3,526+14.4% |
| Participant deferral / active EE | $7,079 | $5,455+29.8% | $6,158+14.9% | $5,535+27.9% |
| Admin fee / account holder | $186 | $120+54.1% | $14,255-98.7% | $292-36.5% |