Filed February 28, 1996
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, LLC4 years Service code 11 · EIN 13-3954297 | Actuarial | $64,474 |
WELLS FARGO BANK, N.A.4 years Service code 21 · EIN 94-1347393 | Bank Trustee | $33,724 |
Filed as: HIGHLAND CONSULTING ASSOCIATES, INC Service code 28 · EIN 34-1753575 | Investment Management | $18,190 |
FLAGEL HUBER FLAGEL6+ years Service code 10 · EIN 31-0796034 | Accounting | $13,350 |
THOMPSON HINE5 years Service code 29 · EIN 34-0575300 | Legal | $9,935 |
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.
Employer contribution per participant 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 | $409,661-100.0% | $165,322-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 1.7%-1.7pp |
| Annual return | 12.99% | 6.95%+6.0pp | 8.01%+5.0pp | 627.08%-614.1pp |
| Employer contribution / active EE | $2,540 | $11,635-78.2% | $29,475-91.4% | $18,824-86.5% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $637-100.0% | $1,923-100.0% |