Filed February 21, 2006 (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, LLC2+ years Filed as: BUCK CONSULTANTS LLC Service code 27 · EIN 13-3092377 | Advisory (Plan) | $44,500 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $41,655 |
Filed as: RESNICK AMSTERDAM LESHNER, P.C Service code 10 · EIN 23-2302222 | Accounting | $25,000 |
NIXON PEABODY LLP2+ years Filed as: NIXON PEABODY Service code 29 · EIN 16-0764720 | Legal | $16,403 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$62,637 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $198,743 | $71,802+176.8% | $133,980+48.3% | $57,658+244.7% |
| Participation rate | 97.8% | 85.5%+12.3pp | 87.1%+10.7pp | 70.2%+27.5pp |
| Annual return | 7.13% | 13.51%-6.4pp | 29.30%-22.2pp | 5.13%+2.0pp |
| Employer contribution / active EE | $10,860 | $3,161+243.5% | $5,211+108.4% | $1,974+450.2% |
| Participant deferral / active EE | $13,374 | $4,606+190.4% | $6,282+112.9% | $3,061+337.0% |
| Admin fee / account holder | $48 | $88-45.8% | $9,324-99.5% | $95-49.7% |