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.6+ years Service code 13 · EIN 41-0418150 | Contract Administrator | $34,485 |
MERCER6+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $33,543 |
US BANK6+ years Service code 21 · EIN 31-0841368 | Bank Trustee | $19,641 |
REILLY, PENNER & BENTON LLP6+ years Service code 10 · EIN 39-0747409 | Accounting | $8,500 |
MERCER3 years Filed as: MERCER INVESTMENT CONSULTING Service code 28 | Investment Management | $5,940 |
MORNEAU SHEPELL6+ years Filed as: MORNEAU SHEPELL INC. Service code 15 · EIN 45-4303723 | Recordkeeping | $5,931 |
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 | $2,822,362-100.0% | $733,756-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.1%-3.1pp | 0.6%-0.6pp |
| Annual return | 16.26% | 14.11%+2.2pp | 8.35%+7.9pp | 11.45%+4.8pp |
| Employer contribution / active EE | $29,375 | $29,055+1.1% | $27,010+8.8% | $17,219+70.6% |
| Participant deferral / active EE | $0 | $297-100.0% | $180-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $19,421-100.0% | $15,480-100.0% |