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 |
|---|---|---|
MERCER5 years Filed as: MERCER INVESTMENT MAMAGEMENT INC. Service code 99 | Other Fees | $56,128 |
MORNINGSTAR5 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $13,606 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $13,606 |
MERCER5 years Filed as: MERCER INVESTMENT MANAGEMENT INC. Service code 99 · EIN 30-0282430 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $52,208-100.0% | $86,612-100.0% | $74,419-100.0% |
| Participation rate | 0.0% | 66.3%-66.3pp | 71.7%-71.7pp | 70.7%-70.7pp |
| Annual return | 18.39% | 44.46%-26.1pp | 591.07%-572.7pp | 34.38%-16.0pp |
| Employer contribution / active EE | $5,199 | $2,282+127.8% | $3,022+72.0% | $2,637+97.1% |
| Participant deferral / active EE | $4,562 | $3,383+34.9% | $4,438+2.8% | $4,528+0.8% |
| Admin fee / account holder | $0 | $319-100.0% | $5,614-100.0% | $348-100.0% |