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 |
|---|---|---|
PIMCO FUNDS1 year Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $147,813 |
US BANK8+ years Service code 21 · EIN 31-0841368 | Bank Trustee | $89,758 |
Filed as: LOCKTON RETIREMENT SERVICES Service code 28 · EIN 90-0007886 | Investment Management | $70,804 |
ALLETE INC.7 years Service code 13 · EIN 41-0418150 | Contract Administrator | $56,715 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $53,846 |
MORNEAU SHEPELL1 year Filed as: TELLUS HEALTH Service code 15 · EIN 45-4303723 | Recordkeeping | $28,454 |
REILLY, PENNER & BENTON LLP7 years Service code 10 · EIN 39-0747409 | Accounting | $22,375 |
Service code 29 · EIN 31-0541755 | Legal | $6,048 |
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 | $9,556,684-100.0% | $191,373-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 2.4%-2.4pp |
| Annual return | 8.97% | 9.09%-0.1pp | 8.46%+0.5pp | 22.81%-13.8pp |
| Employer contribution / active EE | $46,102 | $24,513+88.1% | $25,175+83.1% | $18,290+152.1% |
| Participant deferral / active EE | $0 | $603-100.0% | $181-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $730-100.0% | $85,222-100.0% |