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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| 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 with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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% |