Filed April 30, 2001 (most recent of 4 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 |
|---|---|---|
MERCER4 years Filed as: MERCER INVESTMENT LLC Service code 28 · EIN 30-0282430 | Investment Management | $451,150 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVEST INST OPERATIONS Service code 15 · EIN 04-2647786 | Recordkeeping | $234,771 |
AON CONSULTING8 years Filed as: AON CONSULTING, INC. Service code 16 · EIN 22-2232264 | Consulting | $101,702 |
BMO HARRIS BANK NA5 years Filed as: BMO HARRIS BANK N.A. Service code 21 · EIN 36-2085229 | Bank Trustee | $31,700 |
CLARK NUBER10+ years Filed as: CLARK NUBER P.S. Service code 10 · EIN 91-1194016 | Accounting | $22,728 |
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.
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 | $458,700-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 39.9%-39.9pp | 0.0%0pp |
| Annual return | 2.55% | 3.90%-1.3pp | 8.57%-6.0pp | 8.76%-6.2pp |
| Employer contribution / active EE | $0 | $12,005-100.0% | $33,010-100.0% | $16,627-100.0% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $33,172-100.0% | - |