Filed October 19, 2004 (most recent of 5 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 CONSULTANTS Service code 15 · EIN 13-3954297 | Recordkeeping | $291,140 |
KPMG LLP1 year Service code 10 · EIN 13-5565207 | Accounting | $75,300 |
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 | $148,286 | $96,403+53.8% | $93,606+58.4% | $77,787+90.6% |
| Participation rate | 88.5% | 87.6%+0.9pp | 75.8%+12.7pp | 73.2%+15.3pp |
| Annual return | 22.84% | 39.36%-16.5pp | 32.76%-9.9pp | 32.57%-9.7pp |
| Employer contribution / active EE | $7,333 | $3,616+102.8% | $2,718+169.8% | $2,504+192.8% |
| Participant deferral / active EE | $7,976 | $5,341+49.3% | $4,069+96.0% | $3,967+101.0% |
| Admin fee / account holder | $56 | $90-37.6% | $7,888-99.3% | $100-44.1% |