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 |
|---|---|---|
Filed as: BUCK GLOBAL, LLC F/K/A CONDUENT HR Service code 11 · EIN 13-3954297 | Actuarial | $413,000 |
RUSSELL TRUST COMPANY3 years Filed as: RUSSELL INVESTMENTS TRUST COMPANY Service code 21 · EIN 91-1116938 | Bank Trustee | $351,314 |
MAYER HOFFMAN MCCANN P.C.4+ years Service code 10 · EIN 43-1947695 | Accounting | $19,900 |
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $6,203 |
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 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 | $29,558-100.0% | $98,614-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.3%-1.3pp | 8.8%-8.8pp | 1.8%-1.8pp |
| Annual return | -6.27% | -1.21%-5.1pp | -0.41%-5.9pp | 0.19%-6.5pp |
| Employer contribution / active EE | $13,305 | $10,104+31.7% | $15,396-13.6% | $13,763-3.3% |
| Participant deferral / active EE | $0 | $121-100.0% | $26-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $803-100.0% | $2,970-100.0% | $426-100.0% |