Filed October 18, 2004 (most recent of 2 filings on file)
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 |
|---|---|---|
TRUCKER HUSS1 year Filed as: TRUCKER HUSS, A PROFESSIONAL CORP Service code 27 · EIN 94-3216063 | Advisory (Plan) | $22,626 |
TIAA8 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $21,856 |
PENSION ASSURANCE LLP9 years Service code 10 · EIN 30-0840934 | Accounting | $11,250 |
PLANPILOT, LLC2 years Service code 27 · EIN 45-4168388 | Advisory (Plan) | $3,825 |
PENTEGRA SERVICES, INC.1 year Service code 99 · EIN 13-3745616 | Other Fees | $3,538 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,722 | $67,984+168.8% | $65,493+179.0% | $74,304+145.9% |
| Participation rate | 90.9% | 66.3%+24.6pp | 73.1%+17.8pp | 60.3%+30.6pp |
| Annual return | 15.46% | 19.87%-4.4pp | 982.45%-967.0pp | 29.43%-14.0pp |
| Employer contribution / active EE | $8,510 | $2,491+241.6% | $2,574+230.6% | $2,241+279.7% |
| Participant deferral / active EE | $9,122 | $3,346+172.6% | $3,961+130.3% | $3,767+142.1% |
| Admin fee / account holder | $235 | $1,373-82.9% | $5,028-95.3% | $2,969-92.1% |