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 9-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 |
|---|---|---|
MERCER3 years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $139,574 |
US BANK4+ years Service code 21 · EIN 31-0841368 | Bank Trustee | $87,001 |
ALLETE INC.3 years Service code 13 · EIN 41-0418150 | Contract Administrator | $40,309 |
MORNEAU SHEPELL1 year Filed as: MORNEAU SHEPELL INC. Service code 15 · EIN 45-4303723 | Recordkeeping | $26,412 |
REILLY, PENNER & BENTON LLP3 years Service code 10 · EIN 39-0747409 | Accounting | $23,600 |
MERCER2 years Filed as: MERCER INVESTMENT CONSULTING Service code 28 | Investment Management | $17,765 |
BRIGGS AND MORGAN4+ years Filed as: BRIGGS AND MORGAN, PA Service code 29 · EIN 41-0954702 | Legal | $11,531 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $46,244-100.0% | - | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 2.8%-2.8pp |
| Annual return | 23.11% | 18.06%+5.1pp | 13.45%+9.7pp | 16.32%+6.8pp |
| Employer contribution / active EE | $8,595 | $23,411-63.3% | $26,057-67.0% | $17,007-49.5% |
| Participant deferral / active EE | $0 | $815-100.0% | $181-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | - | $127-100.0% |