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 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 |
|---|---|---|
PIMCO FUNDS2 years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $250,450 |
ALLETE INC.10+ years Service code 13 · EIN 41-0418150 | Contract Administrator | $58,409 |
US BANK10+ years Service code 21 · EIN 31-0841368 | Bank Trustee | $46,079 |
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $43,427 |
Filed as: LOCKTON RETIREMENT SERVICES Service code 28 · EIN 90-0007886 | Investment Management | $25,982 |
REILLY, PENNER & BENTON LLP10+ years Service code 10 · EIN 39-0747409 | Accounting | $10,825 |
MORNEAU SHEPELL2 years Filed as: TELLUS HEALTH Service code 15 · EIN 45-4303723 | Recordkeeping | $9,807 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 7.06% | 3.60%+3.5pp | 4.95%+2.1pp | 8.76%-1.7pp |
| Employer contribution / active EE | $41,203 | $20,793+98.2% | $20,917+97.0% | $16,627+147.8% |
| Participant deferral / active EE | $0 | $598-100.0% | $188-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |