Filed December 28, 2006 (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 |
|---|---|---|
MERCER6 years Filed as: MERCER INVESTMENTS LLC Service code 28 · EIN 30-0282430 | Investment Management | $1,203,747 |
CAPFINANCIAL PARTNERS LLC7 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 28 · EIN 26-0058143 | Investment Management | $38,117 |
Filed as: PRINCIPAL Service code 25 · EIN 42-0127290 | Directed Trustee | $32,807 |
FRAZIER & DEETER, LLC4 years Filed as: FRAZIER & DEETER Service code 10 · EIN 39-4469485 | Accounting | $12,000 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $102,492-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 1.39% | 7.96%-6.6pp | 5.17%-3.8pp | 8.76%-7.4pp |
| Employer contribution / active EE | $3,424 | $15,125-77.4% | $26,422-87.0% | $16,627-79.4% |
| Participant deferral / active EE | $0 | $518-100.0% | $78-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |