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 COMPANY2 years Filed as: RUSSELL INVESTMENTS TRUST COMPANY Service code 25 · EIN 91-1116938 | Directed Trustee | $1,787,708 |
KILPATRICK TOWNSEND2 years Filed as: KILPATRICK TOWNSEND & STOCKTON LLP Service code 29 · EIN 58-0511774 | Legal | $208,530 |
THE BENEFIT PRACTICE2 years Service code 17 · EIN 13-4144565 | Pension Consulting | $200,765 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $113,735 |
WARREN AVERETT, LLC2 years Filed as: WARREN, AVERETT, CPA'S & ADVISORS Service code 10 · EIN 45-4084439 | Accounting | $15,000 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $319,634-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 0.0%0pp |
| Annual return | 15.67% | 12.86%+2.8pp | 174.94%-159.3pp | 12.86%+2.8pp |
| Employer contribution / active EE | $0 | $13,687-100.0% | $38,590-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $833-100.0% | $8-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $3,298-100.0% | - |