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, INC5+ years Service code 14 · EIN 94-2990882 | Plan Administrator | $367,616 |
ALAN BILLER & ASSOCIATES2 years Filed as: ALAN BILLER AND ASSOCIATES, INC Service code 27 · EIN 94-2854958 | Advisory (Plan) | $81,384 |
BUCK GLOBAL, LLC2 years Filed as: BUCK GLOBAL LLC Service code 11 · EIN 13-3954297 | Actuarial | $69,218 |
Service code 51 · EIN 26-0340395 | Investment Mgmt Fees | $66,519 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $57,408 |
LINDQUIST LLP5+ years Service code 10 · EIN 52-2385296 | Accounting | $57,295 |
TRUCKER HUSS2 years Filed as: TRUCKER HUSS, APC Service code 29 · EIN 94-3216063 | Legal | $53,157 |
Service code 27 · EIN 94-0294755 | Advisory (Plan) | $35,927 |
SCOUT INVESTMENTS, INC.2 years Service code 28 · EIN 43-1925734 | Investment Management | $29,550 |
INVESCO3 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $28,294 |
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 | $2,822,362-100.0% | - | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.6%-0.6pp | 0.0%0pp | 0.6%-0.6pp |
| Annual return | 5.86% | 11.45%-5.6pp | 6.53%-0.7pp | 11.45%-5.6pp |
| Employer contribution / active EE | $6,027 | $17,219-65.0% | $36,884-83.7% | $17,219-65.0% |
| Participant deferral / active EE | $0 | $357-100.0% | $0 | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | - | $15,480-100.0% |