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 |
|---|---|---|
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 51 · EIN 30-0282430 99 HIGH STREET · BOSTON, MA 02110 | Investment Mgmt Fees | $728,168 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET Service code 25 · EIN 04-1867445 | Directed Trustee | $53,529 |
SULLIVAN & WORCESTER LLP6+ years Service code 29 · EIN 04-2387531 | Legal | $41,530 |
PORTFOLIO EVALUATIONS, INC.6+ years Service code 28 · EIN 22-3189064 | Investment Management | $25,000 |
CARON & BLETZER, PLLC3 years Service code 10 · EIN 04-3499945 | Accounting | $18,070 |
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 | $2,822,362-100.0% | $312,618-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.8%-31.8pp | 0.6%-0.6pp |
| Annual return | 10.80% | 15.98%-5.2pp | 10.03%+0.8pp | 11.45%-0.7pp |
| Employer contribution / active EE | $6,186 | $21,248-70.9% | $38,789-84.1% | $17,219-64.1% |
| Participant deferral / active EE | $0 | $283-100.0% | $74-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $4,182-100.0% | $15,480-100.0% |