Filed February 18, 2010 (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+ years Filed as: BUCK CONSULTANTS, LLC Service code 11 · EIN 13-2655989 | Actuarial | $55,845 |
Filed as: BARROW HANLEY MEWHINNEY&STRAUSS INC Service code 27 · EIN 75-2403190 | Advisory (Plan) | $14,072 |
THE CONCORD ADVISORY GROUP1+ years Service code 27 · EIN 22-3039644 | Advisory (Plan) | $6,459 |
THE BANK OF NEW YORK MELLON1+ years Filed as: U.S. BANK INSTITUTIONAL TRUST & CUS Service code 27 · EIN 41-2003732 | Advisory (Plan) | $5,111 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $211,396-100.0% | $108,235-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.2%-32.2pp | 4.3%-4.3pp |
| Annual return | -0.06% | -0.83%+0.8pp | -1.08%+1.0pp | 2.81%-2.9pp |
| Employer contribution / active EE | $5,034 | $22,474-77.6% | $35,779-85.9% | $16,358-69.2% |
| Participant deferral / active EE | $0 | $704-100.0% | $238-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $13,449-100.0% | $1,639-100.0% |