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 |
|---|---|---|
MERCER8+ years Service code 11 · EIN 13-2834414 | Actuarial | $171,304 |
BMO HARRIS BANK NA8+ years Service code 21 · EIN 36-2085229 | Bank Trustee | $25,926 |
MERCER8+ years Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $17,447 |
WIPFLI LLP7 years Filed as: WIPFLI, LLP Service code 10 · EIN 39-0758449 | Accounting | $16,000 |
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.
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 | $282,865-100.0% | $398,892-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 54.1%-54.1pp | 12.4%-12.4pp |
| Annual return | 10.90% | 9.27%+1.6pp | 8.55%+2.3pp | 9.89%+1.0pp |
| Employer contribution / active EE | $15,074 | $11,327+33.1% | $37,109-59.4% | $14,313+5.3% |
| Participant deferral / active EE | $0 | $0 | $18-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $77,551-100.0% | $9,084-100.0% |