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. $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 |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $79,794 |
MERCER2 years Filed as: MERCER LLC Service code 11 · EIN 13-2834444 | Actuarial | $76,536 |
DELOITTE & TOUCHE LLP3 years Filed as: DELOITTE AND TOUCHE, LLC Service code 10 · EIN 13-3891517 | Accounting | $37,500 |
ENMAX CORPORATION2 years Service code 14 | Plan Administrator | $32,181 |
US BANK1 year Filed as: US BANK N.A. Service code 21 · EIN 31-0841368 | Bank Trustee | $7,111 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $282,865-100.0% | $191,373-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 12.4%-12.4pp |
| Annual return | 8.37% | 11.14%-2.8pp | 8.46%-0.1pp | 9.89%-1.5pp |
| Employer contribution / active EE | $12,500 | $16,887-26.0% | $25,175-50.3% | $14,313-12.7% |
| Participant deferral / active EE | $0 | $276-100.0% | $181-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $730-100.0% | $9,084-100.0% |