Filed September 23, 1992
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 COMPANY4+ years Service code 25 · EIN 91-1116938 | Directed Trustee | $1,793,483 |
Filed as: TOWERS WATSON DELWARE Service code 11 · EIN 53-0181291 | Actuarial | $325,816 |
WAGNER & ZWERMAN LLP1 year Filed as: WAGNER LAW FIRM, PLLC Service code 29 PO BOX 55970 · HOUSTON, TX 772555970 | Legal | $80,699 |
RUSSELL TRUST COMPANY1 year Filed as: RUSSELL TRUST COMPANY RIS Service code 25 · EIN 91-1116938 | Directed Trustee | $34,282 |
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.
Employer contribution per participant 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 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 | $21,578,776-100.0% | $336,864-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 0.0%0pp |
| Annual return | -5.77% | -2.85%-2.9pp | -3.29%-2.5pp | 33.37%-39.1pp |
| Employer contribution / active EE | $25 | $7,024-99.6% | $36,762-99.9% | $11,253-99.8% |
| Participant deferral / active EE | $0 | $0 | $11-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $6,121-100.0% | $99,113-100.0% |