Filed July 28, 2006 (most recent of 3 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 |
|---|---|---|
MERCER5 years Filed as: MERCER INVESTMENT MANGEMENT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $726,388 |
Service code 14 · EIN 13-5656874 | Plan Administrator | $383,599 |
NORTHERN TRUST COMPANY10+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $156,227 |
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 33-1498605 | Accounting | $59,925 |
AON CONSULTING6 years Service code 11 · EIN 22-2232264 | Actuarial | $51,783 |
BLOOMBERG FINANCE LP5 years Filed as: BLOOMBERG FINANCE L.P. Service code 72 · EIN 06-1818168 | Other investment fees and expenses | $11,402 |
L & S VENTURES LLC10+ years Filed as: L&S VENTURES LLC Service code 17 · EIN 75-3238476 | Pension Consulting | $10,331 |
GRANT THORNTON LLP10+ years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $8,855 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | -0.36% | 5.34%-5.7pp | 9.14%-9.5pp | 9.30%-9.7pp |
| Employer contribution / active EE | $0 | $9,329-100.0% | $40,544-100.0% | $12,557-100.0% |
| Participant deferral / active EE | $0 | $267-100.0% | $42-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |