Filed July 6, 2007 (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 |
|---|---|---|
MERCER9+ years Filed as: MERCER INVESTMENT CONSULTING Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $1,533,161 |
CITIBANK9+ years Service code 19 · EIN 13-5266470 | Securities Custodian | $44,917 |
STATE STREET GLOBAL ADVISORS4 years Service code 19 · EIN 81-4017137 | Securities Custodian | $43,327 |
KKR PRISMA9+ years Service code 28 · EIN 13-2857105 | Investment Management | $34,616 |
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 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | -0.27% | 8.48%-8.7pp | 9.14%-9.4pp | 8.48%-8.7pp |
| Employer contribution / active EE | $6,835 | $9,949-31.3% | $40,544-83.1% | $9,949-31.3% |
| Participant deferral / active EE | $0 | $734-100.0% | $42-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |