Filed January 6, 1997 (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 6-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 |
|---|---|---|
BUCK GLOBAL, LLC2+ years Filed as: BUCK CONSULTANTS Service code 13 1801 CENTURY PARK E 500 · LOS ANGELES, CA 90067 | Contract Administrator | $71,247 |
Service code 16 · EIN 46-1884510 | Consulting | $37,073 |
AON CONSULTING2+ years Filed as: AON HEWITT Service code 11 100 HALF DAY ROAD · LINCOLNSHIRE, IL 60069 | Actuarial | $17,778 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET TRUST CO Service code 13 | Contract Administrator | $14,400 |
ANTON COLLINS MITCHELL LLP2+ years Service code 10 303 E. 17TH AVE 600 · DENVER, CO 80203 | Accounting | $12,500 |
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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $295,226-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 14.7%-14.7pp | 1.8%-1.8pp |
| Annual return | 7.80% | 7.18%+0.6pp | 4.64%+3.2pp | 7.18%+0.6pp |
| Employer contribution / active EE | $27,397 | $13,095+109.2% | $35,349-22.5% | $13,095+109.2% |
| Participant deferral / active EE | $0 | $385-100.0% | $461-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $343,074-100.0% | $362-100.0% |