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 10-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 Filed as: NORTHERN TRUST CORPORATION Service code 49 · EIN 36-2723087 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Other Services | $42,573 |
7 funds of $250K or more; 17 lines in all, holding $8.3M of the plan's $8.3M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Stock Index Fund Northern Trust · Mutual fund Index | $3.1M | 37.8% |
| International Equity Index Fund Northern Trust · Mutual fund Index | $1.3M | 15.4% |
| Emerging Markets Equity Index Fund Northern Trust · Mutual fund Index | $646K | 7.8% |
| Bond Index Fund Northern Trust · Mutual fund Index | $528K | 6.4% |
| Stoxx Global Broad Infrastructure Index Fund Manager not matched · Mutual fund Index | $471K | 5.7% |
| U.S. Government Money Market Fund Northern Trust · Money market | $265K | 3.2% |
| Money Market Manager not matched · Money market | $265K | 3.2% |
| International Small Company Portfolio - Institutional Class Dimensional · Mutual fund | $247K | 3.0% |
| iShares Broad USD High Yield Corporate Bond ETF BlackRock · ETF Index | $218K | 2.6% |
| High Yield Fixed Income Fund Northern Trust · Mutual fund | $218K | 2.6% |
See the other 7 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
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 | $57,464 | $87,870-34.6% | $113,168-49.2% | $74,304-22.7% |
| Participation rate | 100.0% | 70.7%+29.3pp | 76.6%+23.4pp | 60.3%+39.7pp |
| Annual return | 11.10% | 26.44%-15.3pp | 24.27%-13.2pp | 29.43%-18.3pp |
| Employer contribution / active EE | $2,681 | $2,277+17.8% | $2,975-9.9% | $2,241+19.6% |
| Participant deferral / active EE | $0 | $4,241-100.0% | $5,107-100.0% | $3,767-100.0% |
| Admin fee / account holder | $296 | $3,368-91.2% | $12,068-97.6% | $2,969-90.0% |