Filed March 24, 2006 (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 |
|---|---|---|
MERCER6 years Filed as: MERCER INVESTMENTS LLC Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $308,083 |
MORNEAU SHEPELL2 years Filed as: TELUS HEALTH (US) LTD. Service code 13 · EIN 52-1883918 | Contract Administrator | $263,975 |
MERCER2 years Filed as: MERCER (US) LLC Service code 11 · EIN 13-2834414 | Actuarial | $94,270 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $56,233 |
PORTFOLIO EVALUATIONS, INC.10+ years Service code 28 · EIN 22-3189064 | Investment Management | $25,000 |
CARON & BLETZER, PLLC7 years Service code 10 · EIN 04-3499945 | Accounting | $13,615 |
SULLIVAN & WORCESTER LLP2 years Filed as: SULLIVAN & WORCHESTER LLP Service code 29 · EIN 04-2387531 | Legal | $8,352 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $468,422-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 30.5%-30.5pp | 2.1%-2.1pp |
| Annual return | 2.74% | 7.65%-4.9pp | 6.74%-4.0pp | 7.65%-4.9pp |
| Employer contribution / active EE | $16,966 | $20,599-17.6% | $43,780-61.2% | $20,599-17.6% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $44-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $1,988-100.0% | $193-100.0% |