Filed March 28, 2017 (most recent of 4 filings on file)
Total covered: 363 employees
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| Provider | Service type | Compensation |
|---|---|---|
MERCER4+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $135,362 |
US BANK4+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $35,751 |
EIDE BAILLY LLP4+ years Service code 10 · EIN 45-0250958 | Accounting | $13,100 |
RVK, INC.1 year Filed as: RVK Service code 27 · EIN 93-0910652 | Advisory (Plan) | $6,500 |
LITTLER MENDELSON, P.C.1 year Service code 29 · EIN 54-2602731 | Legal | $5,850 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $37,288-100.0% | $436,953-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 14.1%-14.1pp | 44.2%-44.2pp | 4.7%-4.7pp |
| Annual return | -5.91% | -2.51%-3.4pp | -102.03%+96.1pp | -0.69%-5.2pp |
| Employer contribution / active EE | $24,845 | $11,346+119.0% | $36,229-31.4% | $16,786+48.0% |
| Participant deferral / active EE | $0 | $324-100.0% | $48-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $12,721-100.0% | $124-100.0% |