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, INC10+ years Service code 14 · EIN 94-2990882 | Plan Administrator | $463,337 |
BUCK GLOBAL, LLC7 years Filed as: BUCK GLOBAL LLC Service code 11 · EIN 13-3954297 | Actuarial | $177,947 |
TRUCKER HUSS7 years Filed as: TRUCKER HUSS, APC Service code 29 · EIN 94-3216063 | Legal | $167,804 |
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $103,661 |
WITHUMSMITH+BROWN, PC4 years Service code 10 · EIN 22-2027092 | Accounting | $87,097 |
ALAN BILLER & ASSOCIATES4 years Filed as: ALAN BILLER & ASSOCIATES, INC Service code 27 · EIN 94-2854958 | Advisory (Plan) | $71,652 |
BLACKSTONE2 years Filed as: BLACKSTONE INFRASTRUCTURE ADVISORS Service code 28 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $35,924 |
PGIM INVESTMENTS5 years Filed as: PGIM Service code 28 · EIN 22-1211670 | Investment Management | $27,460 |
STEPHEN HORN INSURANCE SERVICES10+ years Service code 53 · EIN 94-3249244 | Insurance Commissions | $25,672 |
SCOUT INVESTMENTS, INC.7 years Service code 28 · EIN 43-1925734 | Investment Management | $20,926 |
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 | $36,224-100.0% | - | $36,224-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 0.0%0pp | 2.1%-2.1pp |
| Annual return | 6.35% | 9.14%-2.8pp | 8.36%-2.0pp | 9.14%-2.8pp |
| Employer contribution / active EE | $17,256 | $19,963-13.6% | $30,174-42.8% | $19,963-13.6% |
| Participant deferral / active EE | $0 | $919-100.0% | $0 | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | - | $200-100.0% |