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 |
|---|---|---|
MERCER4 years Filed as: MERCER INVESTMENTS LLC Service code 51 · EIN 30-0282430 99 HIGH STREET · BOSTON, MA 02110 | Investment Mgmt Fees | $467,992 |
STATE STREET GLOBAL ADVISORS8+ years Filed as: STATE STREET Service code 25 · EIN 04-1867445 | Directed Trustee | $30,588 |
PORTFOLIO EVALUATIONS, INC.8+ years Service code 28 · EIN 22-3189064 | Investment Management | $25,000 |
CARON & BLETZER, PLLC5 years Service code 10 · EIN 04-3499945 | Accounting | $23,460 |
SULLIVAN & WORCESTER LLP8+ years Service code 29 · EIN 04-2387531 | Legal | $9,499 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $268,676-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 37.9%-37.9pp | 5.6%-5.6pp |
| Annual return | -18.15% | 39.77%-57.9pp | -10.68%-7.5pp | 39.77%-57.9pp |
| Employer contribution / active EE | $0 | $19,959-100.0% | $48,995-100.0% | $19,959-100.0% |
| Participant deferral / active EE | $0 | $614-100.0% | $360-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $4,366-100.0% | $62-100.0% |