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, INC9+ years Service code 14 · EIN 94-2990882 | Plan Administrator | $555,342 |
BUCK GLOBAL, LLC6 years Filed as: BUCK GLOBAL LLC Service code 11 · EIN 13-3954297 | Actuarial | $124,997 |
TRUCKER HUSS6 years Filed as: TRUCKER HUSS, APC Service code 29 · EIN 94-3216063 | Legal | $118,360 |
ALAN BILLER & ASSOCIATES3 years Filed as: ALAN BILLER & ASSOCIATES, INC Service code 27 · EIN 94-2854958 | Advisory (Plan) | $96,344 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $82,998 |
WITHUMSMITH+BROWN, PC3 years Service code 10 · EIN 22-2027092 | Accounting | $77,417 |
PGIM INVESTMENTS4 years Filed as: PGIM Service code 28 · EIN 22-1211670 | Investment Management | $28,415 |
WELLINGTON TRUST COMPANY6 years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $26,401 |
STEPHEN HORN INSURANCE SERVICES9+ years Service code 53 · EIN 94-3249244 | Insurance Commissions | $25,672 |
Filed as: WHITE OAK GLOBAL INVESTORS, LLC Service code 28 · EIN 26-0340395 | Investment Management | $23,938 |
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 | $33,520-100.0% | - | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 0.0%0pp | 2.1%-2.1pp |
| Annual return | 17.08% | 7.65%+9.4pp | 6.77%+10.3pp | 7.65%+9.4pp |
| Employer contribution / active EE | $18,333 | $20,599-11.0% | $20,121-8.9% | $20,599-11.0% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $0 | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | - | $193-100.0% |