Filed April 18, 2005
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 Service code 21 · EIN 36-1561860 | Bank Trustee | $8,513 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,773 | $50,898-55.3% | $171,082-86.7% | $55,167-58.7% |
| Participation rate | 85.5% | 63.3%+22.2pp | 76.7%+8.8pp | 69.0%+16.5pp |
| Annual return | 5.16% | 15.34%-10.2pp | 32.56%-27.4pp | 169.23%-164.1pp |
| Employer contribution / active EE | $2,352 | $1,433+64.1% | $4,002-41.2% | $1,963+19.9% |
| Participant deferral / active EE | $0 | $2,994-100.0% | $4,797-100.0% | $3,054-100.0% |
| Admin fee / account holder | $152 | $500-69.5% | $8,520-98.2% | $504-69.8% |