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 |
|---|---|---|
MERCER4 years Filed as: MERCER INVESTMENT MAMAGEMENT INC. Service code 99 | Other Fees | $72,325 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $12,120 |
MERCER4 years Filed as: MERCER INVESTMENT MANAGEMENT INC. Service code 99 · EIN 30-0282430 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $57,753 | $47,722+21.0% | $82,719-30.2% | $64,808-10.9% |
| Participation rate | 99.5% | 67.6%+31.9pp | 72.6%+27.0pp | 71.5%+28.1pp |
| Annual return | -17.63% | -13.05%-4.6pp | 701.18%-718.8pp | 32.82%-50.4pp |
| Employer contribution / active EE | $5,344 | $2,179+145.2% | $3,009+77.6% | $2,506+113.2% |
| Participant deferral / active EE | $4,471 | $3,329+34.3% | $4,395+1.7% | $4,310+3.7% |
| Admin fee / account holder | $269 | $143+88.5% | $5,329-94.9% | $188+43.5% |