Filed March 17, 1
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 9-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+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-3954297 123 N WACKER DRIVE · CHICAGO, IL 60606 | Actuarial | $86,224 |
Filed as: INSTITUTIONAL CAPITAL LLC Service code 21 353 N CLARK ST · CHICAGO, IL 60654 | Bank Trustee | $25,486 |
RSM US LLP1+ years Service code 10 · EIN 42-0714325 20 N MARTINGALE ROAD · SCHAUMBURG, IL 60173 | Accounting | $18,800 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST Service code 18 · EIN 36-1561860 50 S. LASALLE STREET · CHICAGO, IL 60675 | Trustee (bank, trust company, or simi... | $17,219 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 51 · EIN 04-2755549 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Mgmt Fees | $12,751 |
LINCOLN NATIONAL CORPORATION1+ years Filed as: LINCOLN NATIONAL LIFE INSURANCE CO. Service code 18 · EIN 35-0472300 P.O. BOX 7809 · FORT WAYNE, IN 46801 | Custodial (other than securities) | $7,595 |
MARATHON ASSET MANAGEMENT1+ years Service code 21 · EIN 13-3979511 | Bank Trustee | $0 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $82,591-100.0% | $108,235-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.2%-32.2pp | 0.8%-0.8pp |
| Annual return | -1.66% | -0.74%-0.9pp | -1.08%-0.6pp | -0.60%-1.1pp |
| Employer contribution / active EE | $9,901 | $12,555-21.1% | $35,779-72.3% | $12,272-19.3% |
| Participant deferral / active EE | $0 | $508-100.0% | $238-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $13,449-100.0% | $717-100.0% |