Filed April 27, 2016
Total covered: 12 employees
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 |
|---|---|---|
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $421,118 |
MERCER3+ years Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $126,887 |
BMO HARRIS BANK NA3+ years Service code 21 · EIN 36-2085229 | Bank Trustee | $33,875 |
WIPFLI LLP2 years Filed as: WIPFLI, LLP Service code 10 · EIN 39-0758449 | Accounting | $5,000 |
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.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $37,197-100.0% | $336,864-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 4.7%-4.7pp |
| Annual return | -8.54% | -3.52%-5.0pp | -3.29%-5.3pp | -0.69%-7.9pp |
| Employer contribution / active EE | $10,662 | $14,733-27.6% | $36,762-71.0% | $16,786-36.5% |
| Participant deferral / active EE | $0 | $0 | $11-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $6,121-100.0% | $124-100.0% |