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 |
|---|---|---|
MERCER1+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $180,127 |
KEYPOINT CAPITAL MANAGEMENT LLC1+ years Service code 28 · EIN 26-4691954 | Investment Management | $163,273 |
ALLETE INC.1+ years Service code 13 · EIN 41-0418150 | Contract Administrator | $66,011 |
MORNEAU SHEPELL1+ years Filed as: MORNEAU SHEPELL INC. Service code 15 · EIN 45-4303723 | Recordkeeping | $40,733 |
US BANK1+ years Service code 21 · EIN 31-0841368 | Bank Trustee | $30,089 |
REILLY, PENNER & BENTON LLP1+ years Service code 10 · EIN 39-0747409 | Accounting | $9,630 |
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 | $82,591-100.0% | $10,105-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.8%-0.8pp | 11.1%-11.1pp | 0.8%-0.8pp |
| Annual return | 0.14% | -1.64%+1.8pp | 16.23%-16.1pp | -0.60%+0.7pp |
| Employer contribution / active EE | $9,109 | $19,166-52.5% | $17,605-48.3% | $12,272-25.8% |
| Participant deferral / active EE | $0 | $604-100.0% | $237-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $11-100.0% | $717-100.0% |