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 INVESTMENTS LLC Service code 28 · EIN 30-0282430 | Investment Management | $142,677 |
MERCER4 years Filed as: MERCER US INC. Service code 11 · EIN 13-2834414 | Actuarial | $100,352 |
PLANTE & MORAN, PLLC3 years Service code 10 · EIN 38-1357951 | Accounting | $11,500 |
SEYFARTH SHAW LLP2 years Filed as: SEYFARTH SHAW LLP. Service code 29 · EIN 36-2152202 | Legal | $6,574 |
US BANK1 year Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $6,134 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $67,261-100.0% | $220,551-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 8.7%-8.7pp | 3.6%-3.6pp |
| Annual return | 5.96% | 8.91%-2.9pp | 7.32%-1.4pp | 11.84%-5.9pp |
| Employer contribution / active EE | $4,742 | $8,713-45.6% | $23,426-79.8% | $17,339-72.7% |
| Participant deferral / active EE | $0 | $675-100.0% | $107-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $892-100.0% | $9,522-100.0% | $409-100.0% |