Filed November 25, 2008 (most recent of 5 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 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.
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| Provider | Service type | Compensation |
|---|---|---|
MERCER3 years Filed as: MERCER INVESTMENTS LLC Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $94,524 |
MERCER1 year Filed as: MERCER (US) LLC Service code 11 · EIN 13-2834414 | Actuarial | $63,473 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $20,475 |
US BANK3 years Filed as: US BANK N.A. Service code 21 · EIN 31-0841368 | Bank Trustee | $7,450 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $417,905-100.0% | - | $417,905-100.0% |
| Participation rate | 0.0% | 39.2%-39.2pp | 0.0%0pp | 39.2%-39.2pp |
| Annual return | -91.96% | -0.88%-91.1pp | 2.33%-94.3pp | 13.91%-105.9pp |
| Employer contribution / active EE | $0 | $44,327-100.0% | $34,323-100.0% | $35,282-100.0% |
| Participant deferral / active EE | $0 | $51-100.0% | $124-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $41,846-100.0% | - | $41,846-100.0% |