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, LLC6 years Service code 11 · EIN 13-3954297 | Actuarial | $66,712 |
THE CONCORD ADVISORY GROUP9+ years Service code 27 · EIN 22-3039644 | Advisory (Plan) | $8,065 |
THE BANK OF NEW YORK MELLON9+ years Filed as: U.S. BANK INSTITUTIONAL TRUST & CUS Service code 50 · EIN 41-2003732 | Direct Payment | $7,056 |
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 | $9,556,684-100.0% | $163,428-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.1%-16.1pp | 2.4%-2.4pp |
| Annual return | 11.43% | 14.43%-3.0pp | 9.36%+2.1pp | 22.81%-11.4pp |
| Employer contribution / active EE | $4,934 | $16,909-70.8% | $31,270-84.2% | $18,290-73.0% |
| Participant deferral / active EE | $0 | $2,194-100.0% | $263-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $9,460-100.0% | $85,222-100.0% |