See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC2+ years Filed as: BUCK CONSULTANTS, LLC Service code 11 · EIN 13-3954297 110 W. BERRY STREET, SUITE 1300 · FORT WAYNE, IN 46802 | Actuarial | $47,482 |
Service code 51 · EIN 13-3646501 380 STUART STREET · BOSTON, MA 02116 | Investment Mgmt Fees | $10,000 |
FUST CHARLES CHAMBERS LLP2+ years Service code 10 · EIN 16-1226221 5784 WIDEWATERS PARKWAY · SYRACUSE, NY 13214 | Accounting | $9,468 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $71,025-100.0% | $219,466-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 32.7%-32.7pp | 44.6%-44.6pp | 12.6%-12.6pp |
| Annual return | -3.66% | 4.87%-8.5pp | 5.00%-8.7pp | 4.56%-8.2pp |
| Employer contribution / active EE | $3,217 | $14,613-78.0% | $35,918-91.0% | $15,526-79.3% |
| Participant deferral / active EE | $0 | $54-100.0% | $75-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,874-100.0% | $13,204-100.0% | $1,711-100.0% |