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, LLC1 year Filed as: BUCK GOBAL INC Service code 27 · EIN 13-3954297 | Advisory (Plan) | $41,875 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,784 |
HBK CPAS & CONSULTANTS4 years Filed as: HBK CPAS AND CONSULTANTS Service code 10 · EIN 34-1897225 | Accounting | $26,000 |
NIXON PEABODY LLP1 year Filed as: NIXON PEABODY LLC Service code 29 · EIN 16-0764720 | Legal | $13,778 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$29,767 |
Assets per participant exceed $250,000 - top-decile high-value 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 | $320,932 | $111,608+187.6% | $177,821+80.5% | $73,409+337.2% |
| Participation rate | 99.1% | 87.9%+11.2pp | 87.7%+11.4pp | 72.2%+26.9pp |
| Annual return | 20.24% | 18.23%+2.0pp | 48.32%-28.1pp | 59.29%-39.1pp |
| Employer contribution / active EE | $13,240 | $3,796+248.8% | $5,918+123.7% | $2,234+492.8% |
| Participant deferral / active EE | $15,895 | $6,199+156.4% | $7,714+106.1% | $3,805+317.7% |
| Admin fee / account holder | $98 | $166-40.9% | $12,427-99.2% | $158-38.0% |