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 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 17 · EIN 13-3954297 | Pension Consulting | $59,950 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $44,390 |
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 | $66,523 | $37,039+79.6% | $147,614-54.9% | $59,188+12.4% |
| Participation rate | 93.6% | 63.8%+29.8pp | 84.6%+9.0pp | 69.4%+24.2pp |
| Annual return | 1.16% | 7.19%-6.0pp | 61.98%-60.8pp | 5.51%-4.3pp |
| Employer contribution / active EE | $3,866 | $1,353+185.7% | $5,564-30.5% | $2,098+84.3% |
| Participant deferral / active EE | $6,072 | $2,094+190.0% | $4,895+24.0% | $3,265+86.0% |
| Admin fee / account holder | $20 | $60-67.1% | $11,611-99.8% | $92-78.5% |