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 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 |
|---|---|---|
NORTHERN TRUST COMPANY10+ years Filed as: NORTHERN TRUST CO. Service code 19 · EIN 36-1561860 | Securities Custodian | $95,898 |
TRI-AD ACTUARIES, INC.10+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $85,041 |
MATRIX TRUST COMPANY10+ years Service code 21 · EIN 65-1214236 | Bank Trustee | $55,048 |
Service code 10 · EIN 33-0690020 | Accounting | $33,035 |
JAYANT GHEVARIA & CO1 year Service code 10 | Accounting | $22,460 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $999,543 | $122,239+717.7% | $184,203+442.6% | $74,495+1241.8% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 14.47% | 19.95%-5.5pp | 28.81%-14.3pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $33,474 | $4,537+637.7% | $6,427+420.8% | $2,623+1176.2% |
| Participant deferral / active EE | $14,864 | $7,139+108.2% | $9,131+62.8% | $4,346+242.0% |
| Admin fee / account holder | $1,050 | $1,260-16.6% | $13,901-92.4% | $1,942-45.9% |