Filed May 11, 1
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 6-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 | $304,172 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $119,590 |
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON TRUST Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $43,078 |
Filed as: STATE STREET BANK AND TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $39,420 |
Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 18 · EIN 81-4017137 | Custodial (other than securities); In... | $20,418 |
LOOMIS SAYLES4+ years Filed as: LOOMIS SAYLES & COMPANY, L.P. Service code 52 · EIN 20-8080381 | Indirect Investment Fees | $0 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | -5.66% | 9.64%-15.3pp | -102.03%+96.4pp | 33.37%-39.0pp |
| Employer contribution / active EE | $0 | $8,034-100.0% | $36,229-100.0% | $11,253-100.0% |
| 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% |