Filings through .
3 of 17 flags tripped on the 2024 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Wind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Recently cancelled plan
Plan reported a final filing / termination within the last year.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2024 filing, 1 of 9 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
8 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$443K in admin expenses.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 4 by compensation.
| Provider | Compensation |
|---|---|
SOLTIS INVESTMENT ADVISORS7 years Filed as: SOLTIS ADVISORS Service code 16 · EIN 27-3188744 Consulting | $94,751 |
BUCK GLOBAL, LLC6 years Filed as: BUCK GLOBAL LLC Service code 11 · EIN 13-3954297 Actuarial | $77,236 |
RELIANCE TRUST COMPANY9+ years Filed as: RELIANCE TRUST Service code 15 · EIN 58-1428634 Recordkeeping | $39,208 |
TANNER LLC2 years Service code 10 · EIN 20-2253063 Accounting | $24,339 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
2 feature codes on the 2024 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Misty Lam Buck Global, LLC Schedule SB | Schedule SB |
Enrollment number, address and phone for each actuary are on Pro.
Addresses, phones and enrollment numbers are on Pro. Pro is free for 7 days and then costs $49 a month.
Filed July 16, 2001.
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
1 contact
9 filings · 2016 to 2024