Filed August 9, 2006
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 |
|---|---|---|
RUSSELL TRUST COMPANY3 years Service code 25 · EIN 91-1116938 | Directed Trustee | $529,600 |
AON CONSULTING4 years Filed as: AON CONSULTING, INC. (NJ) Service code 11 · EIN 22-2232264 | Actuarial | $344,583 |
BALLARD SPAHR LLP3 years Service code 29 · EIN 23-0382195 | Legal | $60,000 |
RSM US LLP6 years Service code 10 · EIN 42-0714325 | Accounting | $29,400 |
RUSSELL TRUST COMPANY1 year Filed as: RUSSELL INVESTMENTS IMPLEMENTATION Service code 28 · EIN 91-0604934 | Investment Management | $15,732 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | 4.51% | 9.14%-4.6pp | 16.77%-12.3pp | 9.14%-4.6pp |
| Employer contribution / active EE | $189,839 | $19,963+851.0% | $28,306+570.7% | $19,963+851.0% |
| Participant deferral / active EE | $0 | $919-100.0% | $40-100.0% | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | - | $200-100.0% |