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 COMPANY3+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-2723087 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Bank Trustee | $24,279 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,136 | $58,726-24.8% | $92,233-52.1% | $62,292-29.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 14.24% | 43.62%-29.4pp | 176.28%-162.0pp | 28.90%-14.7pp |
| Employer contribution / active EE | $3,977 | $2,392+66.3% | $3,679+8.1% | $2,042+94.8% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $139 | $556-75.1% | $5,194-97.3% | $479-71.1% |