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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| 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 with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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% |