Filed February 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 |
|---|---|---|
MERCER3+ years Filed as: MERCER INVESTMENT Service code 11 · EIN 30-0282430 99 HIGH STREET · BOSTON, MA 02110 | Actuarial | $116,735 |
NORTHERN TRUST COMPANY3+ years Service code 13 · EIN 36-1561860 | Contract Administrator | $52,462 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $15,000 |
SEYFARTH SHAW LLP3+ years Service code 29 · EIN 36-2152202 | Legal | $10,713 |
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.
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 | $44,091-100.0% | $144,462-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 4.5%-4.5pp |
| Annual return | 14.09% | 22.74%-8.7pp | 16.78%-2.7pp | 13.95%+0.1pp |
| Employer contribution / active EE | $8,668 | $16,157-46.3% | $26,328-67.1% | $16,598-47.8% |
| Participant deferral / active EE | $0 | $350-100.0% | $97-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $20,893-100.0% | $612-100.0% |