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.3+ years Filed as: TRI-AD ACTUARIES Service code 13 · EIN 95-2887986 | Contract Administrator | $21,930 |
ERNST & YOUNG LLP3+ years Service code 21 · EIN 34-6565596 | Bank Trustee | $19,000 |
NORTHERN TRUST COMPANY3+ years Filed as: NORTHERN TRUST CO. Service code 21 · EIN 36-1561860 | Bank Trustee | $7,004 |
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 | $431,408 | $89,739+380.7% | $149,718+188.1% | $62,292+592.6% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 13.87% | 21.01%-7.1pp | 1501.63%-1487.8pp | 28.90%-15.0pp |
| Employer contribution / active EE | $22,622 | $3,233+599.7% | $5,445+315.5% | $2,042+1007.7% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,569-100.0% | $3,169-100.0% |
| Admin fee / account holder | $124 | $551-77.5% | $11,283-98.9% | $479-74.1% |