Filed June 14, 2016
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 COMPANY2+ years Service code 25 · EIN 91-1116938 | Directed Trustee | $14,190 |
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 | $43,974 | $80,354-45.3% | $133,980-67.2% | $63,975-31.3% |
| Participation rate | 97.3% | 87.5%+9.8pp | 87.1%+10.3pp | 71.1%+26.2pp |
| Annual return | 9.04% | 13.11%-4.1pp | 29.30%-20.3pp | 48.65%-39.6pp |
| Employer contribution / active EE | $6,098 | $3,503+74.1% | $5,211+17.0% | $2,182+179.5% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $6,282-100.0% | $3,356-100.0% |
| Admin fee / account holder | $11 | $69-83.5% | $9,324-99.9% | $70-83.7% |