Filed April 29, 2009 (most recent of 2 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 4-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 INVESTMENT CONSULTING Service code 28 | Investment Management | $19,000 |
MORNEAU SHEPELL4+ years Filed as: MORNEAU SHEPELL INC. Service code 15 · EIN 45-4303723 | Recordkeeping | $17,268 |
BRIGGS AND MORGAN3 years Filed as: BRIGGS AND MORGAN, PA Service code 29 · EIN 41-0954702 | Legal | $14,174 |
MERCER4+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $13,837 |
US BANK4+ years Service code 21 · EIN 31-0841368 | Bank Trustee | $8,031 |
REILLY, PENNER & BENTON LLP4+ years Service code 10 · EIN 39-0747409 | Accounting | $6,683 |
ALLETE INC.4+ years Service code 13 · EIN 41-0418150 | Contract Administrator | $5,438 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $221,583-100.0% | $221,583-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 4.3%-4.3pp | 46.4%-46.4pp |
| Annual return | -95.41% | -10.69%-84.7pp | -6.55%-88.9pp | -82.66%-12.7pp |
| Employer contribution / active EE | $0 | $29,383-100.0% | $21,653-100.0% | $43,769-100.0% |
| Participant deferral / active EE | $0 | $109-100.0% | $160-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $1,920-100.0% | $1,920-100.0% | $11,204-100.0% |