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 |
|---|---|---|
Service code 50 · EIN 36-6041880 | Direct Payment | $751,988 |
NORTHERN TRUST COMPANY5+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $78,695 |
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 | $465,701 | $73,125+536.9% | $125,175+272.0% | $77,787+498.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 79.8%+20.2pp | 73.2%+26.8pp |
| Annual return | 21.37% | 24.71%-3.3pp | 43.79%-22.4pp | 32.57%-11.2pp |
| Employer contribution / active EE | $31,626 | $2,413+1210.6% | $3,865+718.2% | $2,504+1162.8% |
| Participant deferral / active EE | $0 | $3,966-100.0% | $4,937-100.0% | $3,967-100.0% |
| Admin fee / account holder | $180 | $89+101.9% | $9,702-98.1% | $100+80.4% |