Filed August 14, 2003
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.
| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC2+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $291,794 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN Service code 18 · EIN 13-4994650 | Custodial (other than securities); Cu... | $50,977 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 11 · EIN 42-1074725 | Actuarial | $23,650 |
USI CONSULTING GROUP1 year Service code 11 · EIN 13-4032401 | Actuarial | $7,100 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen 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 | $0 | $58,400,878-100.0% | $436,953-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | -5.67% | 9.64%-15.3pp | -102.03%+96.4pp | 33.37%-39.0pp |
| Employer contribution / active EE | $29,110 | $8,034+262.3% | $36,229-19.7% | $11,253+158.7% |
| Participant deferral / active EE | $0 | $572-100.0% | $48-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $292,663-100.0% | $12,721-100.0% | $99,113-100.0% |