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 | $51,638 |
FRAZIER & DEETER, LLC4 years Filed as: FRAZIER & DEETER LLC Service code 10 · EIN 39-4469485 | Accounting | $15,000 |
CAPFINANCIAL PARTNERS LLC7 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 28 · EIN 26-0058143 | Investment Management | $11,061 |
Filed as: PRINCIPAL Service code 25 · EIN 42-0127290 | Directed Trustee | $9,295 |
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.
Annual investment return 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 | $110,547-100.0% | $102,492-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 17.2%-17.2pp | 12.2%-12.2pp | 44.0%-44.0pp |
| Annual return | 0.72% | 3.51%-2.8pp | 5.17%-4.5pp | 13.05%-12.3pp |
| Employer contribution / active EE | $11,846 | $33,893-65.0% | $26,422-55.2% | $37,639-68.5% |
| Participant deferral / active EE | $0 | $43-100.0% | $78-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $22,109-100.0% | $16,625-100.0% | $30,864-100.0% |