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 |
|---|---|---|
MORNEAU SHEPELL3+ years Filed as: MORNEAU SHEPELL INC. Service code 15 · EIN 45-4303723 | Recordkeeping | $52,163 |
MERCER3+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $48,002 |
MERCER2 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 28 | Investment Management | $46,974 |
ALLETE INC.3+ years Service code 13 · EIN 41-0418150 | Contract Administrator | $16,063 |
EVERCORE TRUST COMPANY1 year Service code 21 | Bank Trustee | $13,333 |
US BANK3+ years Service code 21 · EIN 31-0841368 | Bank Trustee | $12,572 |
REILLY, PENNER & BENTON LLP3+ years Service code 10 · EIN 39-0747409 | Accounting | $7,512 |
BRIGGS AND MORGAN1 year Filed as: BRIGGS AND MORGAN, PA Service code 29 · EIN 41-0954702 | Legal | $6,014 |
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.
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 | $1,723,788-100.0% | $9,655,338-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.4%-7.4pp | 1.9%-1.9pp |
| Annual return | 24.84% | 14.20%+10.6pp | 11.12%+13.7pp | 23.90%+0.9pp |
| Employer contribution / active EE | $31,106 | $28,371+9.6% | $22,651+37.3% | $16,539+88.1% |
| Participant deferral / active EE | $0 | $272-100.0% | $198-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $57,986-100.0% | $18,975-100.0% |