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, INC3+ years Service code 14 · EIN 94-2990882 | Plan Administrator | $638,848 |
THE BANK OF NEW YORK MELLON3+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 25-6078093 | Investment Management | $109,392 |
WELLINGTON TRUST COMPANY3+ years Service code 28 · EIN 04-2755549 | Investment Management | $103,507 |
TRUCKER HUSS3+ years Service code 29 · EIN 94-3216063 | Legal | $76,255 |
BUCK GLOBAL, LLC3+ years Filed as: BUCK CONSULTANTS, LLC Service code 11 · EIN 13-3954297 | Actuarial | $73,538 |
ALAN BILLER & ASSOCIATES3+ years Filed as: ALAN BILLER AND ASSOCIATES, INC. Service code 27 · EIN 94-2854958 | Advisory (Plan) | $65,085 |
LINDQUIST LLP3+ years Service code 10 · EIN 52-2385296 | Accounting | $56,205 |
Service code 27 · EIN 94-0294755 | Advisory (Plan) | $51,108 |
INVESCO1 year Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $39,738 |
STEPHEN HORN INSURANCE SERVICES3+ years Service code 53 · EIN 94-3249244 | Insurance Commissions | $31,096 |
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.
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 | $18,026,966-100.0% | $15,289-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 20.0%-20.0pp | 1.8%-1.8pp |
| Annual return | 13.87% | 0.19%+13.7pp | -4.45%+18.3pp | 0.19%+13.7pp |
| Employer contribution / active EE | $5,447 | $13,763-60.4% | $36,974-85.3% | $13,763-60.4% |
| Participant deferral / active EE | $0 | $804-100.0% | $0 | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $740-100.0% | $426-100.0% |