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 |
|---|---|---|
MERCER4+ years Filed as: MERCER INVESTMENT MGMT Service code 50 333 SOUTH 7TH · MINNEAPOLIS, MN 55402 | Direct Payment | $57,270 |
MERCER4+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $45,728 |
Service code 11 · EIN 13-3689044 | Actuarial | $27,268 |
BDO USA, LLP2 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $23,360 |
Filed as: JP MORGAN CHASE Service code 11 · EIN 13-6038768 | Actuarial | $17,052 |
US BANK1 year Service code 21 · EIN 31-0841368 | Bank Trustee | $10,417 |
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 | $317,036-100.0% | $204,001-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.4%-9.4pp | 13.0%-13.0pp |
| Annual return | 9.95% | 13.23%-3.3pp | -100.31%+110.3pp | 13.59%-3.6pp |
| Employer contribution / active EE | $5,804 | $9,675-40.0% | $18,686-68.9% | $14,592-60.2% |
| Participant deferral / active EE | $0 | $308-100.0% | $77-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $29,657-100.0% | $1,604-100.0% | $29,657-100.0% |