Filed March 21, 2006 (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.
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| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $483,921 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS Service code 28 · EIN 06-1452020 | Investment Management | $322,144 |
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $253,907 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: JP MORGAN CHASE Service code 21 · EIN 13-4994650 | Bank Trustee | $150,070 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET GLOBAL TRUST CO Service code 18 · EIN 81-4017137 | Custodial (securities); Investment ma... | $90,305 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $22,446 |
See 1 actuary disclosure with Solo.
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,984-100.0% | $732,694-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 7.1%-7.1pp | 5.6%-5.6pp |
| Annual return | -20.83% | 39.77%-60.6pp | -15.18%-5.7pp | 39.77%-60.6pp |
| Employer contribution / active EE | $4,078 | $19,959-79.6% | $53,321-92.4% | $19,959-79.6% |
| Participant deferral / active EE | $0 | $614-100.0% | $0 | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $0 | $62-100.0% |