Filed December 10, 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 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 |
|---|---|---|
MERCER2 years Service code 11 · EIN 13-2834414 | Actuarial | $1,595,941 |
NORTHERN TRUST COMPANY3+ years Service code 28 · EIN 36-3190871 | Investment Management | $263,520 |
MOSS ADAMS LLP3+ years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $60,000 |
Service code 13 · EIN 06-6033492 | Contract Administrator | $10,945 |
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.
Form 5500 reported that benefits due were not provided when due.
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 | $7,764,297-100.0% | $157,466-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 0.0%0pp |
| Annual return | 9.34% | -1.95%+11.3pp | 12.68%-3.3pp | -1.95%+11.3pp |
| Employer contribution / active EE | $22,589 | $9,243+144.4% | $22,860-1.2% | $9,243+144.4% |
| Participant deferral / active EE | $0 | $425-100.0% | $123-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $2,825-100.0% | $62,356-100.0% |