Filed March 19, 1996 (most recent of 2 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 |
|---|---|---|
BUCK GLOBAL, LLC3 years Service code 11 420 LEXINGTON AVENUE, SUITE 2220 · NEW YORK, NY 10170 | Actuarial | $103,220 |
RIVER AND MERCANTILE LLC2 years Service code 16 · EIN 04-3513306 | Consulting | $68,000 |
PRIME, BUCHHOLZ & ASSOCIATES3 years Filed as: PRIME BUCHHOLZ LLC Service code 16 273 CORPORATE DRIVE, SUITE 250 · PORTSMOUTH, NH 03801 | Consulting | $40,400 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $32,574 |
THE BANK OF NEW YORK MELLON3 years Filed as: BANK OF AMERICA Service code 25 · EIN 94-1687665 | Directed Trustee | $15,000 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 17 · EIN 13-2834414 | Pension Consulting | $11,035 |
MARATHON ASSET MANAGEMENT3 years Filed as: THE MARATHON-LONDON INTL Service code 28 801 S CANAL STREET · CHICAGO, IL 60607 | Investment Management | $6,032 |
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 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 | $71,919-100.0% | $247,190-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 5.2%-5.2pp | 15.2%-15.2pp | 13.5%-13.5pp |
| Annual return | 9.20% | 8.57%+0.6pp | 7.87%+1.3pp | 9.29%-0.1pp |
| Employer contribution / active EE | $0 | $19,481-100.0% | $31,768-100.0% | $15,168-100.0% |
| Participant deferral / active EE | $0 | $290-100.0% | $241-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $934-100.0% | $240,514-100.0% | $2,037-100.0% |