Filed February 14, 2005 (most recent of 2 filings on file)
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 |
|---|---|---|
MERCER10+ years Service code 11 · EIN 13-2834414 PO BOX 13793 · NEWARK, NJ 071880793 | Actuarial | $45,819 |
MERCER6 years Filed as: MERCER INVESTMENTS LLC Service code 18 · EIN 30-0282430 99 HIGH STREET · BOSTON, MA 02110 | Custodial (securities); Investment ma... | $39,521 |
NORTHERN TRUST COMPANY6 years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 50 S. LASALLE STREET · CHICAGO, IL 60675 | Securities Custodian | $24,982 |
FREED MAXICK CPAS PC1 year Filed as: FREED MAXICK P.C. Service code 10 · EIN 45-4051133 424PC MAIN ST, STE 800 · BUFFALO, NY 14202 | Accounting | $15,250 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $338,187-100.0% | - | $338,187-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 44.0%-44.0pp |
| Annual return | 1.44% | -0.41%+1.8pp | 4.95%-3.5pp | 13.05%-11.6pp |
| Employer contribution / active EE | $0 | $23,590-100.0% | $20,917-100.0% | $37,639-100.0% |
| Participant deferral / active EE | $0 | $163-100.0% | $188-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $30,864-100.0% | - | $30,864-100.0% |