Filed April 29, 2013
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 |
|---|---|---|
BUCK GLOBAL, LLC7 years Filed as: BUCK GLOBAL LLC Service code 11 · EIN 13-3954297 | Actuarial | $184,576 |
SLC MANAGEMENT6 years Service code 28 500 FIFTH AVENUE · NEW YORK, NY 10110 | Investment Management | $41,262 |
FIDUCIENT ADVISORS LLC4 years Filed as: FIDUCIENT Service code 28 500 WEST MADISON STREET · CHICAGO, IL 606614593 | Investment Management | $27,803 |
FIRST STATE TRUST COMPANY10+ years Filed as: FIRST STATE TRUST Service code 19 · EIN 13-3124172 | Securities Custodian | $18,495 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,655-100.0% | $226,918-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.5%-17.5pp | 17.1%-17.1pp |
| Annual return | 6.83% | 10.98%-4.2pp | 9.49%-2.7pp | 9.82%-3.0pp |
| Employer contribution / active EE | $30,608 | $19,261+58.9% | $29,215+4.8% | $13,587+125.3% |
| Participant deferral / active EE | $0 | $1,087-100.0% | $359-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $16,566-100.0% | $2,893-100.0% |