Filed December 29, 1992
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 Filed as: BUCK GLOBAL LLC Service code 11 · EIN 13-3954297 | Actuarial | $143,476 |
PORTFOLIO EVALUATIONS, INC.2 years Service code 28 · EIN 22-3189064 | Investment Management | $55,000 |
Filed as: FIDELITY INST ASSET MGMT TRUST CO Service code 27 · EIN 20-2159373 | Advisory (Plan) | $52,041 |
MATRIX TRUST COMPANY4+ years Service code 21 · EIN 75-3182674 | Bank Trustee | $49,393 |
EPIC RETIREMENT PLAN SERVICES4+ years Filed as: NEWPORT RETIREMENT PLAN SERVICES Service code 13 · EIN 62-1868111 | Contract Administrator | $8,820 |
MAHER DUESSEL3 years Service code 15 · EIN 25-1622758 | Recordkeeping | $7,700 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $105,125-100.0% | $98,614-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 14.6%-14.6pp |
| Annual return | -9.00% | -2.38%-6.6pp | -0.41%-8.6pp | 10.56%-19.6pp |
| Employer contribution / active EE | $42,857 | $9,517+350.3% | $15,396+178.4% | $13,643+214.1% |
| Participant deferral / active EE | $0 | $84-100.0% | $26-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $3,354-100.0% | $2,970-100.0% | $3,354-100.0% |