Filed October 4, 2011 (most recent of 5 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 |
|---|---|---|
MERCER3+ years Filed as: MERCER INVESTMENT MANAGEMENT Service code 27 · EIN 30-0282430 | Advisory (Plan) | $1,147,679 |
MERCER3+ years Filed as: MERCER BENEFIT ADMIN Service code 14 · EIN 20-1932099 | Plan Administrator | $387,858 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK & TRUST Service code 18 · EIN 04-1867445 | Custodial (securities); Trustee (dire... | $92,134 |
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $49,246 |
MOSS ADAMS LLP3+ years Service code 10 · EIN 91-0189318 | Accounting | $26,806 |
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 | $21,578,776-100.0% | $476,019-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | 1.71% | 39.99%-38.3pp | 4.36%-2.6pp | 33.37%-31.7pp |
| Employer contribution / active EE | $19,889 | $11,066+79.7% | $27,383-27.4% | $11,253+76.7% |
| Participant deferral / active EE | $0 | $93-100.0% | $75-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $14,020-100.0% | $99,113-100.0% |