Filed April 4, 2003 (most recent of 2 filings on file)
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 CO OF CONNECTICUT Service code 21 · EIN 36-1561860 | Bank Trustee | $154,690 |
Service code 10 · EIN 59-2046542 | Accounting | $0 |
KORN FERRY HAY GROUP3+ years Filed as: HAY GROUP Service code 11 · EIN 23-2613530 | Actuarial | $0 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $202,389-100.0% | $198,173-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 48.7%-48.7pp | 42.0%-42.0pp | 45.9%-45.9pp |
| Annual return | 15.20% | 9.89%+5.3pp | 10.16%+5.0pp | 10.21%+5.0pp |
| Employer contribution / active EE | $0 | $36,071-100.0% | $33,192-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $65-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $7,397-100.0% | $7,531-100.0% | $13,518-100.0% |