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 |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 51 · EIN 30-0282430 99 HIGH STREET · BOSTON, MA 02110 | Investment Mgmt Fees | $779,528 |
PORTFOLIO EVALUATIONS, INC.5+ years Service code 28 · EIN 22-3189064 | Investment Management | $31,250 |
CARON & BLETZER, PLLC2 years Service code 10 · EIN 04-3499945 | Accounting | $16,000 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET Service code 25 · EIN 04-1867445 | Directed Trustee | $7,647 |
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 | $3,370,408-100.0% | $248,520-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.1%-35.1pp | 1.2%-1.2pp |
| Annual return | 16.78% | 19.51%-2.7pp | 239.57%-222.8pp | 53.27%-36.5pp |
| Employer contribution / active EE | $10,564 | $15,992-33.9% | $43,837-75.9% | $14,774-28.5% |
| Participant deferral / active EE | $0 | $77-100.0% | $575-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $36,083-100.0% | $13,289-100.0% |