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 COMPANY4+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-2723087 50 SOUTH LASALLE ST · CHICAGO, IL 60603 | Bank Trustee | $27,239 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,688 | $55,449-44.7% | $83,848-63.4% | $56,287-45.5% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | -7.79% | -1.38%-6.4pp | 850.88%-858.7pp | -9.96%+2.2pp |
| Employer contribution / active EE | $593 | $2,430-75.6% | $3,631-83.7% | $2,111-71.9% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $145 | $656-77.9% | $5,478-97.4% | $521-72.2% |