Filed May 5, 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 7-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 |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $156,534 |
AETNA LIFE INSURANCE COMPANY3 years Service code 28 151 FARMINGTON AVE · HARTFORD, CT 06166 | Investment Management | $86,512 |
Filed as: KESTRA INVESTMENT SERVICES Service code 16 1250 CAPITAL OF TEXAS HIGHWAY · AUSTIN, TX 78746 | Consulting | $53,613 |
WILLIS TOWERS WATSON US LLC2 years Service code 16 · EIN 53-0181291 | Consulting | $46,050 |
BUCK GLOBAL, LLC2 years Filed as: BUCK GLOBAL LLC Service code 11 PO BOX 207640 · DALLAS, TX 75320 | Actuarial | $29,096 |
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.
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 | $68,025-100.0% | $220,428-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 38.3%-38.3pp | 43.5%-43.5pp | 13.5%-13.5pp |
| Annual return | 10.80% | 9.03%+1.8pp | 90.60%-79.8pp | 9.29%+1.5pp |
| Employer contribution / active EE | $15,625 | $14,065+11.1% | $32,727-52.3% | $15,168+3.0% |
| Participant deferral / active EE | $0 | $19-100.0% | $40-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $1,029-100.0% | $12,805-100.0% | $2,037-100.0% |