Filed January 27, 2015 (most recent of 4 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 5-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 |
|---|---|---|
MERCER5+ years Filed as: MERCER (US) INC. Service code 11 · EIN 13-2834414 | Actuarial | $87,694 |
MERCER3 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $77,715 |
ERNST & YOUNG LLP5+ years Service code 10 · EIN 34-6565596 | Accounting | $36,520 |
NORTHERN TRUST COMPANY5+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $19,816 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
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 | $261,421-100.0% | $248,520-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 59.1%-59.1pp | 35.1%-35.1pp | 47.4%-47.4pp |
| Annual return | -95.11% | 9.46%-104.6pp | 239.57%-334.7pp | 12.16%-107.3pp |
| Employer contribution / active EE | $0 | $52,068-100.0% | $43,837-100.0% | $44,746-100.0% |
| Participant deferral / active EE | $0 | $614-100.0% | $575-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $39,249-100.0% | $36,083-100.0% | $17,640-100.0% |