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, LLC2 years Filed as: BUCK GLOBAL LLC Service code 11 · EIN 13-3954297 | Actuarial | $113,654 |
Filed as: FIDELITY INST ASSET MGMT TRUST CO Service code 27 · EIN 20-2159373 | Advisory (Plan) | $98,440 |
PORTFOLIO EVALUATIONS, INC.3 years Service code 28 · EIN 22-3189064 | Investment Management | $68,750 |
MATRIX TRUST COMPANY5+ years Service code 21 · EIN 75-3182674 | Bank Trustee | $50,297 |
MAHER DUESSEL4 years Service code 15 · EIN 25-1622758 | Recordkeeping | $7,775 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP, INC Service code 13 · EIN 27-2037969 | Contract Administrator | $1,575 |
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.
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 | $204,001-100.0% | $204,001-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 35.7%-35.7pp | 9.4%-9.4pp | 47.4%-47.4pp |
| Annual return | 20.78% | -238.73%+259.5pp | -100.31%+121.1pp | 12.16%+8.6pp |
| Employer contribution / active EE | $104,348 | $30,640+240.6% | $18,686+458.4% | $44,746+133.2% |
| Participant deferral / active EE | $0 | $0 | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $1,604-100.0% | $1,604-100.0% | $17,640-100.0% |