Filed April 30, 2006 (most recent of 2 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 COMPANY8+ years Filed as: FRANK RUSSELL TRUST COMPANY Service code 14 · EIN 91-1116938 | Plan Administrator | $403,909 |
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $363,901 |
BALLARD SPAHR LLP8+ years Service code 29 · EIN 23-0382195 | Legal | $25,463 |
MAILLIE LLP8+ years Service code 10 · EIN 23-1518888 | Accounting | $14,000 |
MPS COMMUNICATIONS5 years Service code 16 2551 INDUSTRY LANE · NORRISTOWN, PA 19403 | Consulting | $11,778 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $270,125-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.7%-35.7pp | 1.5%-1.5pp |
| Annual return | -19.03% | -2.41%-16.6pp | -38.85%+19.8pp | 23.41%-42.4pp |
| Employer contribution / active EE | $0 | $7,691-100.0% | $37,752-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $969-100.0% | $16-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $16,942-100.0% | $14,884-100.0% |