Filed December 9, 1999 (most recent of 4 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 |
|---|---|---|
RUSSELL TRUST COMPANY1 year Filed as: RUSSELL INVESTMENTS Service code 28 1301 SECOND AVENUE · SEATTLE, WA 98101 | Investment Management | $42,500 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,800 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,171 | $81,908+0.3% | $90,749-9.5% | $64,808+26.8% |
| Participation rate | 90.8% | 80.5%+10.3pp | 75.7%+15.1pp | 71.5%+19.3pp |
| Annual return | -27.11% | -12.53%-14.6pp | -12.16%-14.9pp | 32.82%-59.9pp |
| Employer contribution / active EE | $4,187 | $3,065+36.6% | $2,921+43.3% | $2,506+67.1% |
| Participant deferral / active EE | $4,772 | $4,840-1.4% | $4,564+4.5% | $4,310+10.7% |
| Admin fee / account holder | $45 | $157-71.2% | $8,445-99.5% | $188-75.9% |