Filed October 18, 2004
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 |
|---|---|---|
IEDA, INC2+ years Service code 14 · EIN 94-2990882 | Plan Administrator | $587,546 |
BUCK GLOBAL, LLC2+ years Filed as: BUCK CONSULTANTS, LLC Service code 11 · EIN 13-3954297 | Actuarial | $103,032 |
TRUCKER HUSS2+ years Service code 29 · EIN 94-3216063 | Legal | $101,845 |
WELLINGTON TRUST COMPANY2+ years Service code 28 · EIN 04-2755549 | Investment Management | $87,424 |
ALAN BILLER & ASSOCIATES2+ years Filed as: ALAN BILLER AND ASSOCIATES, INC. Service code 27 · EIN 94-2854958 | Advisory (Plan) | $82,052 |
THE BANK OF NEW YORK MELLON2+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 25-6078093 | Investment Management | $64,166 |
LINDQUIST LLP2+ years Service code 10 · EIN 52-2385296 | Accounting | $45,331 |
SCOUT INVESTMENTS, INC.2+ years Filed as: SCOUT INVESTMENT, INC. Service code 28 · EIN 43-1925734 | Investment Management | $36,378 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $28,104 |
STEPHEN HORN INSURANCE SERVICES2+ years Service code 53 · EIN 94-3249244 | Insurance Commissions | $27,640 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $15,990-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.0%-20.0pp | 0.0%0pp |
| Annual return | 8.39% | 17.84%-9.4pp | 8.74%-0.3pp | 17.84%-9.4pp |
| Employer contribution / active EE | $4,714 | $14,688-67.9% | $19,869-76.3% | $14,688-67.9% |
| Participant deferral / active EE | $0 | $770-100.0% | $0 | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $627-100.0% | - |