Filed December 22, 2000 (most recent of 3 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 |
|---|---|---|
MORNEAU SHEPELL1 year Filed as: LIFEWORKS LIMITED Service code 13 · EIN 52-1883918 | Contract Administrator | $281,795 |
MERCER10+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $116,123 |
NORTHERN TRUST COMPANY10+ years Service code 21 · EIN 36-1564860 | Bank Trustee | $56,574 |
RUBINBROWN LLP7 years Service code 10 · EIN 43-0765316 | Accounting | $13,500 |
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 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 4.66% | 10.71%-6.1pp | 5.19%-0.5pp | 10.71%-6.1pp |
| Employer contribution / active EE | $7,087 | $14,986-52.7% | $38,911-81.8% | $14,986-52.7% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $0 | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |