Filed August 20, 1991
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 |
|---|---|---|
SLC MANAGEMENT1+ years Filed as: SUNLIFE OF CANADA Service code 15 | Recordkeeping | $81,358 |
ERNST & YOUNG LLP1+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $15,552 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST Service code 18 | Custodial (other than securities) | $8,434 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $372,941 | $41,377+801.3% | $109,313+241.2% | $62,891+493.0% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | -5.24% | 11.05%-16.3pp | 22.07%-27.3pp | 20.14%-25.4pp |
| Employer contribution / active EE | $30,270 | $1,276+2272.3% | $3,892+677.7% | $2,281+1227.1% |
| Participant deferral / active EE | $0 | $2,045-100.0% | $3,166-100.0% | $3,203-100.0% |
| Admin fee / account holder | $45,920 | $2,884+1492.3% | $5,666+710.4% | $4,296+969.0% |