Filed February 20, 2009
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 Filed as: NORTHERN TRUST Service code 21 · EIN 36-2723087 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Bank Trustee | $21,255 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,850 | $52,884-30.3% | $84,750-56.5% | $55,167-33.2% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 8.49% | 18.03%-9.5pp | 22.78%-14.3pp | 169.23%-160.7pp |
| Employer contribution / active EE | $3,049 | $2,233+36.5% | $3,574-14.7% | $1,963+55.3% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $119 | $581-79.4% | $5,332-97.8% | $504-76.3% |