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, LLC2+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $87,827 |
MARATHON ASSET MANAGEMENT2+ years Service code 21 | Bank Trustee | $41,868 |
Filed as: INSTITUTIONAL CAPITAL LLC Service code 21 353 N CLARK ST · CHICAGO, IL 60654 | Bank Trustee | $29,111 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST Service code 18 · EIN 36-1561860 | Trustee (bank, trust company, or simi... | $27,460 |
RSM US LLP2+ years Service code 10 · EIN 42-0714325 | Accounting | $16,900 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $11,838 |
LINCOLN NATIONAL CORPORATION2+ years Filed as: LINCOLN NATIONAL LIFE INSURANCE CO. Service code 18 · EIN 35-0472300 | Custodial (other than securities) | $4,208 |
Filed as: LEGAL & GENERAL INVESTMENT MGMT Service code 21 · EIN 20-8058531 71 SOUTH WACKER DRIVE, SUITE 800 · CHICAGO, IL 60606 | 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.
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 | $35,636-100.0% | $115,939-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.8%-1.8pp |
| Annual return | 2.89% | 4.82%-1.9pp | 3.97%-1.1pp | 7.18%-4.3pp |
| Employer contribution / active EE | $11,041 | $12,725-13.2% | $28,168-60.8% | $13,095-15.7% |
| Participant deferral / active EE | $0 | $526-100.0% | $274-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $12,837-100.0% | $362-100.0% |