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 |
|---|---|---|
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $289,947 |
MERCER3+ years Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $178,898 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET Service code 25 · EIN 04-1867445 | Directed Trustee | $38,220 |
CITISTREET, LLC3+ years Filed as: CITISTREET RIS Service code 15 · EIN 04-3581074 | Recordkeeping | $34,857 |
PORTFOLIO EVALUATIONS, INC.3+ years Service code 28 · EIN 22-3189064 | Investment Management | $31,250 |
SULLIVAN & WORCESTER LLP3+ years Service code 29 · EIN 04-2387531 | Legal | $22,340 |
CARON & BLETZER, PLLC3+ years Filed as: CARON & BLETZER, PLC Service code 10 · EIN 04-3499945 | Accounting | $15,000 |
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.
Employer contribution per participant 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.
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.
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 | $1,723,788-100.0% | $256,121-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.7%-37.7pp | 1.9%-1.9pp |
| Annual return | 11.84% | 11.30%+0.5pp | 9.60%+2.2pp | 23.90%-12.1pp |
| Employer contribution / active EE | $0 | $21,004-100.0% | $45,595-100.0% | $16,539-100.0% |
| Participant deferral / active EE | $0 | $79-100.0% | $255-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $9,523-100.0% | $18,975-100.0% |