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.4+ years Filed as: TRI-AD ACTUARIES Service code 13 · EIN 95-2887986 | Contract Administrator | $21,314 |
ERNST & YOUNG LLP4+ years Service code 21 · EIN 34-6565596 | Bank Trustee | $19,000 |
NORTHERN TRUST COMPANY4+ years Filed as: NORTHERN TRUST CO. Service code 21 · EIN 36-1561860 | Bank Trustee | $6,654 |
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 | $393,032 | $79,523+394.2% | $140,016+180.7% | $56,287+598.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | -9.94% | 2.39%-12.3pp | 651.12%-661.1pp | -9.96%0pp |
| Employer contribution / active EE | $23,123 | $3,350+590.2% | $5,606+312.5% | $2,111+995.3% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $6,927-100.0% | $3,350-100.0% |
| Admin fee / account holder | $129 | $614-79.0% | $10,705-98.8% | $521-75.2% |