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, LLC7 years Filed as: BUCK GLOBAL LLC Service code 11 · EIN 13-3954297 | Actuarial | $140,962 |
Filed as: FIDELITY INST ASSET MGMT TRUST CO Service code 27 · EIN 20-2159373 | Advisory (Plan) | $140,000 |
MATRIX TRUST COMPANY10+ years Service code 21 · EIN 75-3182674 | Bank Trustee | $41,030 |
MAHER DUESSEL5 years Filed as: MAHER DUESSELL Service code 15 · EIN 25-1622758 | Recordkeeping | $10,500 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $116,914-100.0% | $116,914-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 20.2%-20.2pp | 9.1%-9.1pp | 44.0%-44.0pp |
| Annual return | -5.43% | 7.68%-13.1pp | 8.91%-14.3pp | 13.05%-18.5pp |
| Employer contribution / active EE | $598,000 | $38,001+1473.6% | $24,376+2353.2% | $37,639+1488.8% |
| Participant deferral / active EE | $0 | $0 | $14-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $692-100.0% | $692-100.0% | $30,864-100.0% |