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.8+ years Service code 13 · EIN 41-0418150 | Contract Administrator | $52,113 |
Service code 11 · EIN 53-0181291 | Actuarial | $51,671 |
US BANK8+ years Service code 21 · EIN 31-0841368 | Bank Trustee | $25,440 |
Filed as: LOCKTON RETIREMENT SERVICES Service code 28 · EIN 90-0007886 | Investment Management | $14,540 |
MORNEAU SHEPELL2 years Filed as: LIFEWORKS Service code 50 · EIN 45-4303723 | Direct Payment | $10,481 |
REILLY, PENNER & BENTON LLP8+ years Service code 10 · EIN 39-0747409 | Accounting | $8,975 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | - | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | -16.59% | -17.19%+0.6pp | 179.55%-196.1pp | 2.77%-19.4pp |
| Employer contribution / active EE | $38,695 | $23,110+67.4% | $24,917+55.3% | $15,262+153.5% |
| Participant deferral / active EE | $0 | $550-100.0% | $463-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | - | $1,015-100.0% |