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 COMPANY2+ years Filed as: NORTHERN TRUST CO. Service code 19 · EIN 36-1561860 | Securities Custodian | $97,393 |
TRI-AD ACTUARIES, INC.2+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $66,628 |
MATRIX TRUST COMPANY2+ years Service code 21 · EIN 65-1214236 | Bank Trustee | $35,175 |
ERNST & YOUNG LLP2+ years Service code 10 · EIN 34-6564496 | Accounting | $33,200 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,884 | $71,802+94.8% | $133,980+4.4% | $57,658+142.6% |
| Participation rate | 94.6% | 85.5%+9.1pp | 87.1%+7.5pp | 70.2%+24.3pp |
| Annual return | 14.17% | 13.51%+0.7pp | 29.30%-15.1pp | 5.13%+9.0pp |
| Employer contribution / active EE | $895 | $3,161-71.7% | $5,211-82.8% | $1,974-54.6% |
| Participant deferral / active EE | $9,461 | $4,606+105.4% | $6,282+50.6% | $3,061+209.1% |
| Admin fee / account holder | $653 | $88+644.6% | $9,324-93.0% | $95+590.6% |