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 INVESTMENT LLC Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $95,962 |
MERCER3 years Filed as: MERCER LLC Service code 11 · EIN 13-2834444 | Actuarial | $72,713 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $20,475 |
US BANK2 years Filed as: US BANK N.A. Service code 21 · EIN 31-0841368 | Bank Trustee | $7,307 |
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 | $52,198-100.0% | - | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 11.0%-11.0pp |
| Annual return | 1.07% | 7.00%-5.9pp | 4.95%-3.9pp | 8.23%-7.2pp |
| Employer contribution / active EE | $13,793 | $13,750+0.3% | $20,917-34.1% | $13,859-0.5% |
| Participant deferral / active EE | $0 | $186-100.0% | $188-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | - | $1,652-100.0% |