Filed October 18, 2004
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, LLC4 years Service code 11 · EIN 13-3954297 | Actuarial | $383,601 |
GOLDMAN SACHS8+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT LP Service code 28 · EIN 13-3575636 | Investment Management | $367,644 |
STATE STREET GLOBAL ADVISORS8+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $69,765 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $25,750 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $164,233-100.0% | - | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | -20.33% | -4.95%-15.4pp | 22.50%-42.8pp | 2.77%-23.1pp |
| Employer contribution / active EE | $0 | $15,740-100.0% | $33,849-100.0% | $15,262-100.0% |
| Participant deferral / active EE | $16 | $721-97.8% | $101-84.0% | $691-97.7% |
| Admin fee / account holder | $0 | $1,015-100.0% | - | $1,015-100.0% |