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, INC7+ years Service code 14 · EIN 94-2990882 | Plan Administrator | $433,242 |
BUCK GLOBAL, LLC4 years Filed as: BUCK GLOBAL LLC Service code 11 · EIN 13-3954297 | Actuarial | $101,029 |
ALAN BILLER & ASSOCIATES1 year Filed as: ALAN BILLER & ASSOCIATES, INC Service code 27 · EIN 94-2854958 | Advisory (Plan) | $95,099 |
TRUCKER HUSS1 year Filed as: TRUCKER & HUSS, APC Service code 29 · EIN 94-3216063 | Legal | $53,120 |
LINDQUIST LLP7+ years Service code 10 · EIN 52-2385296 | Accounting | $39,664 |
WELLINGTON TRUST COMPANY4 years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $38,788 |
SCOUT INVESTMENTS, INC.4 years Service code 28 · EIN 43-1925734 | Investment Management | $31,071 |
WITHUMSMITH+BROWN, PC1 year Service code 10 · EIN 22-2027092 | Accounting | $26,896 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $25,673 |
STEPHEN HORN INSURANCE SERVICES7+ years Service code 53 · EIN 94-3249244 | Insurance Commissions | $25,107 |
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 | $164,233-100.0% | - | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | -2.96% | 2.77%-5.7pp | -9.70%+6.7pp | 2.77%-5.7pp |
| Employer contribution / active EE | $7,221 | $15,262-52.7% | $44,610-83.8% | $15,262-52.7% |
| Participant deferral / active EE | $0 | $691-100.0% | $0 | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | - | $1,015-100.0% |