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 |
|---|---|---|
MERCER2 years Filed as: MERCER INVESTMENT MAMAGEMENT INC. Service code 99 | Other Fees | $18,001 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $4,523 |
MERCER2 years Filed as: MERCER INVESTMENT MANAGEMENT INC. Service code 50 · EIN 30-0282430 | Direct Payment | $0 |
MORNINGSTAR2 years Service code 27 | Advisory (Plan) | $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 | $56,300 | $52,670+6.9% | $90,404-37.7% | $73,409-23.3% |
| Participation rate | 99.2% | 67.7%+31.5pp | 72.7%+26.5pp | 72.2%+27.0pp |
| Annual return | 91.99% | 20.70%+71.3pp | 1293.02%-1201.0pp | 59.29%+32.7pp |
| Employer contribution / active EE | $5,110 | $1,872+173.0% | $3,262+56.7% | $2,234+128.8% |
| Participant deferral / active EE | $4,023 | $2,807+43.3% | $3,963+1.5% | $3,805+5.7% |
| Admin fee / account holder | $38 | $117-67.2% | $5,611-99.3% | $158-75.8% |