Filed May 17, 2011
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $282,138 |
NORTHERN TRUST COMPANY1 year Service code 28 · EIN 36-1561860 | Investment Management | $97,218 |
GRANT THORNTON LLP9+ years Service code 10 · EIN 36-6055558 | Accounting | $28,025 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,525 | $104,697+9.4% | $96,544+18.6% | $80,160+42.9% |
| Participation rate | 97.5% | 86.4%+11.1pp | 76.0%+21.5pp | 72.9%+24.6pp |
| Annual return | 29.80% | 21.78%+8.0pp | 25.84%+4.0pp | 40.38%-10.6pp |
| Employer contribution / active EE | $6,475 | $3,536+83.1% | $2,965+118.4% | $2,978+117.4% |
| Participant deferral / active EE | $8,849 | $6,188+43.0% | $4,851+82.4% | $5,017+76.4% |
| Admin fee / account holder | $112 | $107+5.0% | $8,252-98.6% | $145-22.7% |