Filed September 5, 2003 (most recent of 3 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 |
|---|---|---|
MERCER3+ years Filed as: MERCER INVESTMENT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $87,999 |
RIVER AND MERCANTILE LLC1 year Filed as: RIVER & MERCENTILE, LLC Service code 11 · EIN 04-3513306 | Actuarial | $56,625 |
BANGOR SAVINGS BANK3+ years Service code 25 · EIN 20-8982312 | Directed Trustee | $31,851 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,757-100.0% | $256,121-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.7%-37.7pp | 11.3%-11.3pp |
| Annual return | 15.51% | 10.65%+4.9pp | 9.60%+5.9pp | 10.41%+5.1pp |
| Employer contribution / active EE | $31,500 | $22,524+39.9% | $45,595-30.9% | $14,691+114.4% |
| Participant deferral / active EE | $0 | $398-100.0% | $255-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $9,523-100.0% | $2,646-100.0% |