Filed November 9, 2005
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 8-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 |
|---|---|---|
MERCER1+ years Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $124,081 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET GLOBAL ADVISOR TRUST C Service code 18 · EIN 81-4017137 | Custodial (other than securities); Cu... | $10,690 |
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.
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 | $0 | $180,484-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 0.0%0pp |
| Annual return | 0.00% | 35.86%-35.9pp | 10.53%-10.5pp | 17.84%-17.8pp |
| Employer contribution / active EE | $59,863 | $23,588+153.8% | $29,360+103.9% | $14,688+307.6% |
| Participant deferral / active EE | $0 | $317-100.0% | $54-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $1,273-100.0% | - |