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 |
|---|---|---|
ERNST & YOUNG LLP2+ years Service code 21 · EIN 34-6565596 | Bank Trustee | $25,800 |
TRI-AD ACTUARIES, INC.2+ years Filed as: TRI-AD ACTUARIES Service code 13 · EIN 95-2887986 | Contract Administrator | $22,581 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST CO. Service code 21 · EIN 36-1561860 | Bank Trustee | $7,262 |
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 | $372,311 | $71,802+418.5% | $133,980+177.9% | $57,658+545.7% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.1%+12.9pp | 70.2%+29.8pp |
| Annual return | 16.87% | 13.51%+3.4pp | 29.30%-12.4pp | 5.13%+11.7pp |
| Employer contribution / active EE | $21,521 | $3,161+580.8% | $5,211+313.0% | $1,974+990.4% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $137 | $88+55.8% | $9,324-98.5% | $95+44.5% |