Filed April 27, 2016
Total covered: 12 employees
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MERCER6+ years Service code 11 · EIN 13-2834414 | Actuarial | $264,759 |
MERCER6+ years Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $190,799 |
BMO HARRIS BANK NA6+ years Service code 21 · EIN 36-2085229 | Bank Trustee | $30,037 |
WIPFLI LLP5 years Filed as: WIPFLI, LLP Service code 10 · EIN 39-0758449 | Accounting | $12,700 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $369,410-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.4%-29.4pp | 3.6%-3.6pp |
| Annual return | 5.53% | 10.82%-5.3pp | 8.28%-2.8pp | 11.84%-6.3pp |
| Employer contribution / active EE | $0 | $12,700-100.0% | $40,747-100.0% | $17,339-100.0% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $4,495-100.0% | $409-100.0% |