Filed March 10, 1995
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 6-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 |
|---|---|---|
CHICAGO EQUITY PARTNERS3+ years Service code 28 180 NORTH LASALLE STREET · CHICAGO, IL 60601 | Investment Management | $73,483 |
Filed as: DIMEO SCHNEIDER & ASSOC Service code 21 · EIN 62-7990450 | Bank Trustee | $59,338 |
NTCC EMERGING MARKET FUND3+ years Service code 28 · EIN 62-7990450 | Investment Management | $51,570 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST Service code 28 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Investment Management | $84 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | 14.28% | 79.68%-65.4pp | 16.78%-2.5pp | 23.90%-9.6pp |
| Employer contribution / active EE | $9,860 | $21,735-54.6% | $26,328-62.6% | $16,539-40.4% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |