Filed January 6, 2006
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 |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENT MAMAGEMENT INC. Service code 99 | Other Fees | $16,640 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $2,677 |
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $2,670 |
MERCER1 year Filed as: MERCER INVESTMENT MANAGEMENT INC. Service code 99 · EIN 30-0282430 | Other Fees | $0 |
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 | $29,142 | $54,237-46.3% | $90,281-67.7% | $67,579-56.9% |
| Participation rate | 96.5% | 68.6%+27.8pp | 73.3%+23.2pp | 71.3%+25.2pp |
| Annual return | 24.29% | 37.27%-13.0pp | 78.10%-53.8pp | 378.56%-354.3pp |
| Employer contribution / active EE | $4,828 | $1,846+161.5% | $2,854+69.1% | $2,148+124.8% |
| Participant deferral / active EE | $3,565 | $2,625+35.8% | $3,885-8.2% | $3,539+0.7% |
| Admin fee / account holder | $0 | $123-100.0% | $5,351-100.0% | $142-100.0% |