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 |
|---|---|---|
TRI-AD ACTUARIES, INC.9+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $82,406 |
NORTHERN TRUST COMPANY9+ years Filed as: NORTHERN TRUST CO. Service code 19 · EIN 36-1561860 | Securities Custodian | $63,162 |
MATRIX TRUST COMPANY9+ years Service code 21 · EIN 65-1214236 | Bank Trustee | $46,672 |
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 | $863,686 | $130,194+563.4% | $169,993+408.1% | $71,457+1108.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 22.02% | 20.37%+1.7pp | 53.37%-31.4pp | 28.85%-6.8pp |
| Employer contribution / active EE | $31,200 | $4,381+612.1% | $6,785+359.8% | $2,588+1105.7% |
| Participant deferral / active EE | $13,849 | $6,923+100.0% | $10,408+33.1% | $4,289+222.9% |
| Admin fee / account holder | $677 | $966-29.9% | $12,815-94.7% | $1,587-57.4% |