Filed March 9, 2001
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 5-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 |
|---|---|---|
TRI-AD ACTUARIES, INC.1+ years Filed as: TRI-AD ACTUARIES Service code 13 · EIN 95-2887986 | Contract Administrator | $24,687 |
ERNST & YOUNG LLP1+ years Service code 21 · EIN 34-6565596 | Bank Trustee | $16,967 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST CO. Service code 21 · EIN 36-1561860 | Bank Trustee | $7,051 |
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 | $310,880 | $68,413+354.4% | $123,104+152.5% | $55,191+463.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 86.8%+13.2pp | 69.2%+30.8pp |
| Annual return | -2.64% | 6.30%-8.9pp | 13.22%-15.9pp | 10.78%-13.4pp |
| Employer contribution / active EE | $21,847 | $3,050+616.2% | $5,151+324.1% | $1,899+1050.6% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $6,230-100.0% | $3,046-100.0% |
| Admin fee / account holder | $113 | $88+29.0% | $9,015-98.7% | $91+24.8% |