Filed December 21, 2016 (most recent of 6 filings on file)
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 |
|---|---|---|
Filed as: MCMASTER-CARR SUPPLY COMPANY PS TRU Service code 50 · EIN 36-6041880 | Direct Payment | $1,509,844 |
NORTHERN TRUST COMPANY11+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $183,018 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $586,865 | $111,072+428.4% | $156,263+275.6% | $102,872+470.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 78.9%+21.1pp | 73.0%+27.0pp |
| Annual return | 10.21% | 16.98%-6.8pp | 59.47%-49.3pp | 19.06%-8.8pp |
| Employer contribution / active EE | $43,486 | $4,017+982.5% | $4,333+903.6% | $3,526+1133.2% |
| Participant deferral / active EE | $0 | $5,455-100.0% | $6,158-100.0% | $5,535-100.0% |
| Admin fee / account holder | $310 | $120+157.6% | $14,255-97.8% | $292+6.2% |