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 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 INVESTMENT MANAGEMENT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $351,921 |
MERCER6+ years Filed as: MERCER (US) INC. Service code 11 · EIN 13-2834414 | Actuarial | $206,366 |
NORTHERN TRUST COMPANY6+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $99,866 |
ERNST & YOUNG LLP6+ years Service code 10 · EIN 34-6565596 | Accounting | $87,025 |
IMAGE PLUS GRAPHICS1 year Service code 99 · EIN 65-0317218 | Other Fees | $17,346 |
WALLACH & ASSOCIATES1 year Service code 16 · EIN 22-3348744 | Consulting | $14,500 |
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 | $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 | 17.14% | 15.98%+1.2pp | 10.03%+7.1pp | 11.45%+5.7pp |
| Employer contribution / active EE | $25,445 | $21,248+19.8% | $38,789-34.4% | $17,219+47.8% |
| 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% |