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 year Filed as: MERCER INVESTMENT MANAGEMENT Service code 28 | Investment Management | $212,302 |
ALLETE INC.2+ years Service code 13 · EIN 41-0418150 | Contract Administrator | $50,880 |
MORNEAU SHEPELL2+ years Filed as: MORNEAU SHEPELL INC. Service code 15 · EIN 45-4303723 | Recordkeeping | $31,080 |
US BANK2+ years Service code 21 · EIN 31-0841368 | Bank Trustee | $17,575 |
MERCER2+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $16,500 |
KEYPOINT CAPITAL MANAGEMENT LLC2+ years Service code 28 · EIN 26-4691954 | Investment Management | $13,003 |
REILLY, PENNER & BENTON LLP2+ years Service code 10 · EIN 39-0747409 | Accounting | $9,923 |
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.
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 | $35,636-100.0% | $14,339-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.0%-17.0pp | 1.8%-1.8pp |
| Annual return | -72.55% | 3.15%-75.7pp | 1.15%-73.7pp | 7.18%-79.7pp |
| Employer contribution / active EE | $22,996 | $18,767+22.5% | $26,339-12.7% | $13,095+75.6% |
| Participant deferral / active EE | $0 | $265-100.0% | $178-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $3,605-100.0% | $362-100.0% |