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 |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 28 · EIN 30-0282430 | Investment Management | $80,333 |
MERCER2 years Filed as: MERCER US INC. Service code 11 · EIN 13-2834414 | Actuarial | $52,240 |
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $52,236 |
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 38-1357951 | Accounting | $18,549 |
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 | $46,244-100.0% | $133,543,011-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 2.8%-2.8pp |
| Annual return | 18.17% | 15.60%+2.6pp | 29.77%-11.6pp | 16.32%+1.9pp |
| Employer contribution / active EE | $10,849 | $11,838-8.4% | $33,607-67.7% | $17,007-36.2% |
| Participant deferral / active EE | $0 | $372-100.0% | $96-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $835,310-100.0% | $127-100.0% |