Filed February 22, 2006 (most recent of 2 filings on file)
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, LLC6 years Service code 11 · EIN 13-3954297 | Actuarial | $117,676 |
MERCER4 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $50,325 |
NORTHERN TRUST COMPANY10+ years Filed as: NORTHERN TRUST CORPORATION Service code 28 · EIN 36-2723087 | Investment Management | $44,761 |
Filed as: PRINCIPAL TRUST COMPANY Service code 18 · EIN 51-0099493 | Other services; Custodial (other than... | $27,104 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $124,814-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 2.1%-2.1pp |
| Annual return | -1.45% | 6.77%-8.2pp | 10.54%-12.0pp | 7.65%-9.1pp |
| Employer contribution / active EE | $25,265 | $23,265+8.6% | $26,782-5.7% | $20,599+22.7% |
| Participant deferral / active EE | $0 | $2,391-100.0% | $122-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $129-100.0% | $193-100.0% |