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 Filed as: RUSSELL INVESTMENTS TRUST COMPANY Service code 25 · EIN 91-1116938 | Directed Trustee | $1,485,696 |
THE BENEFIT PRACTICE4 years Service code 17 · EIN 13-4144565 | Pension Consulting | $293,620 |
KILPATRICK TOWNSEND4 years Filed as: KILPATRICK TOWNSEND & STOCKTON LLP Service code 29 · EIN 58-0511774 | Legal | $207,538 |
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $194,381 |
WARREN AVERETT, LLC4 years Filed as: WARREN, AVERETT, CPA'S & ADVISORS Service code 10 · EIN 45-4084439 | Accounting | $15,500 |
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.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $565,817-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.9%-29.9pp | 0.0%0pp |
| Annual return | -23.22% | -12.27%-10.9pp | -8.79%-14.4pp | 2.77%-26.0pp |
| Employer contribution / active EE | $0 | $13,732-100.0% | $43,435-100.0% | $15,262-100.0% |
| Participant deferral / active EE | $0 | $0 | $12-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $866-100.0% | $1,015-100.0% |