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 |
|---|---|---|
ALLETE INC.5+ years Service code 13 · EIN 41-0418150 | Contract Administrator | $40,309 |
MERCER5+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $26,026 |
US BANK5+ years Service code 21 · EIN 31-0841368 | Bank Trustee | $17,587 |
REILLY, PENNER & BENTON LLP5+ years Service code 10 · EIN 39-0747409 | Accounting | $8,048 |
MERCER2 years Filed as: MERCER INVESTMENT CONSULTING Service code 28 | Investment Management | $6,985 |
MORNEAU SHEPELL5+ years Filed as: MORNEAU SHEPELL INC. Service code 15 · EIN 45-4303723 | Recordkeeping | $5,798 |
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 | $3,370,408-100.0% | - | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 1.2%-1.2pp |
| Annual return | 27.48% | 20.56%+6.9pp | 13.45%+14.0pp | 53.27%-25.8pp |
| Employer contribution / active EE | $49,728 | $25,506+95.0% | $26,057+90.8% | $14,774+236.6% |
| Participant deferral / active EE | $0 | $645-100.0% | $181-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | - | $13,289-100.0% |