Filed March 1, 2005 (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 COMPANY4 years Filed as: RUSSELL INVESTMENTS TRUST COMPANY Service code 25 · EIN 91-1116938 | Directed Trustee | $329,479 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $8,161,284-100.0% | $2,066,441-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.0%-7.0pp | 0.6%-0.6pp |
| Annual return | 0.20% | 11.11%-10.9pp | 10.57%-10.4pp | 11.45%-11.3pp |
| Employer contribution / active EE | $4,074 | $4,670-12.8% | $18,335-77.8% | $17,219-76.3% |
| Participant deferral / active EE | $0 | $103-100.0% | $5-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $34,116-100.0% | $8,713-100.0% | $15,480-100.0% |