Filed April 1, 1997
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 HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $62,791 |
MERCER3+ years Filed as: MERCER INVESTMENT MGMT Service code 50 333 SOUTH 7TH · MINNEAPOLIS, MN 55402 | Direct Payment | $38,100 |
Service code 11 · EIN 13-3689044 | Actuarial | $32,195 |
BDO USA, LLP1 year Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $19,763 |
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 | $105,125-100.0% | $98,614-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 14.6%-14.6pp |
| Annual return | 1.27% | -2.38%+3.6pp | -0.41%+1.7pp | 10.56%-9.3pp |
| Employer contribution / active EE | $108,197 | $9,517+1036.9% | $15,396+602.8% | $13,643+693.1% |
| Participant deferral / active EE | $0 | $84-100.0% | $26-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $3,354-100.0% | $2,970-100.0% | $3,354-100.0% |