See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY3+ years Service code 18 · EIN 36-3046063 | Investment advisory (plan); Other fee... | $59,965 |
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 | $15,954 | $37,196-57.1% | $154,107-89.6% | $55,725-71.4% |
| Participation rate | 95.7% | 64.1%+31.6pp | 83.0%+12.6pp | 70.9%+24.8pp |
| Annual return | 7.02% | 1319.68%-1312.7pp | 735.12%-728.1pp | 244.93%-237.9pp |
| Employer contribution / active EE | $1,711 | $1,614+6.0% | $5,298-67.7% | $2,078-17.7% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $87 | $102-14.5% | $13,411-99.4% | $115-24.5% |