Filed February 18, 1998 (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 with Solo.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC6+ years Filed as: BUCK CONSULTANTS LLC Service code 16 P. O. BOX 202617 · DALLAS, TX 75320 | Consulting | $48,800 |
BUCK GLOBAL, LLC3 years Filed as: BUCK GLOBAL LLC Service code 16 PO BOX 207640 · DALLAS, TX 75320 | Consulting | $36,600 |
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $21,550 |
DMLO6+ years Service code 10 9300 SHELBYVILLE ROAD · LOUISVILLE, KY 40222 | Accounting | $8,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,481 | $82,093+104.0% | $379,746-55.9% | $73,409+128.1% |
| Participation rate | 96.6% | 76.8%+19.8pp | 78.4%+18.2pp | 72.2%+24.4pp |
| Annual return | 16.84% | 18.89%-2.1pp | 34.90%-18.1pp | 59.29%-42.5pp |
| Employer contribution / active EE | $3,713 | $2,847+30.4% | $3,540+4.9% | $2,234+66.2% |
| Participant deferral / active EE | $6,403 | $4,697+36.3% | $6,024+6.3% | $3,805+68.3% |
| Admin fee / account holder | $130 | $128+2.2% | $7,927-98.4% | $158-17.4% |