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, INC4+ years Service code 14 · EIN 94-2990882 | Plan Administrator | $365,386 |
ALAN BILLER & ASSOCIATES1 year Filed as: ALAN BILLER AND ASSOCIATES, INC Service code 27 · EIN 94-2854958 | Advisory (Plan) | $84,151 |
TRUCKER HUSS1 year Filed as: TRUCKER HUSS, APC Service code 29 · EIN 94-3216063 | Legal | $82,811 |
BUCK GLOBAL, LLC1 year Filed as: BUCK GLOBAL LLC Service code 11 · EIN 13-3954297 | Actuarial | $61,958 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $61,410 |
LINDQUIST LLP4+ years Service code 10 · EIN 52-2385296 | Accounting | $52,731 |
Service code 27 · EIN 94-0294755 | Advisory (Plan) | $49,551 |
Service code 51 · EIN 26-0340395 | Investment Mgmt Fees | $48,548 |
INVESCO2 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $33,650 |
SCOUT INVESTMENTS, INC.1 year Service code 28 · EIN 43-1925734 | Investment Management | $29,011 |
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 | $3,370,408-100.0% | - | $3,370,408-100.0% |
| Participation rate | 0.0% | 1.2%-1.2pp | 0.0%0pp | 1.2%-1.2pp |
| Annual return | 2.63% | 53.27%-50.6pp | 9.69%-7.1pp | 53.27%-50.6pp |
| Employer contribution / active EE | $4,844 | $14,774-67.2% | $42,379-88.6% | $14,774-67.2% |
| Participant deferral / active EE | $0 | $1,259-100.0% | $0 | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | - | $13,289-100.0% |