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 |
|---|---|---|
MERCER3 years Filed as: MERCER INVESTMENT MAMAGEMENT INC. Service code 99 | Other Fees | $48,470 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $10,767 |
MERCER3 years 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 | $65,583 | $58,290+12.5% | $98,442-33.4% | $86,799-24.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 73.3%+26.7pp | 72.3%+27.7pp |
| Annual return | 16.75% | 43.48%-26.7pp | 1492.73%-1476.0pp | 97.91%-81.2pp |
| Employer contribution / active EE | $5,238 | $2,008+160.9% | $2,960+77.0% | $2,405+117.8% |
| Participant deferral / active EE | $4,598 | $3,152+45.9% | $4,276+7.5% | $4,131+11.3% |
| Admin fee / account holder | $45 | $138-67.1% | $5,949-99.2% | $170-73.3% |