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 year Service code 11 · EIN 13-3954297 | Actuarial | $63,225 |
THE CONCORD ADVISORY GROUP4+ years Service code 27 · EIN 22-3039644 | Advisory (Plan) | $7,564 |
THE BANK OF NEW YORK MELLON4+ years Filed as: U.S. BANK INSTITUTIONAL TRUST & CUS Service code 50 · EIN 41-2003732 | Direct Payment | $6,404 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,193-100.0% | $145,218-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 12.5%-12.5pp | 20.5%-20.5pp | 4.7%-4.7pp |
| Annual return | -4.57% | -0.95%-3.6pp | -0.67%-3.9pp | -0.69%-3.9pp |
| Employer contribution / active EE | $5,034 | $18,555-72.9% | $31,731-84.1% | $16,786-70.0% |
| Participant deferral / active EE | $0 | $1,384-100.0% | $473-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $0-100.0% | $28,383-100.0% | $124-100.0% |