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 COMPANY7 years Filed as: RUSSELL INVESTMENTS TRUST COMPANY Service code 25 · EIN 91-1116938 | Directed Trustee | $308,080 |
Filed as: GALLAGHER BENEFIT SERVICE, INC. Service code 11 · EIN 36-4291971 | Actuarial | $154,836 |
WILMINGTON TRUST1 year Filed as: PENCHECKS TRUST COMPANY OF AMERICA Service code 25 · EIN 27-1689528 | Directed Trustee | $12,665 |
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 | $9,556,684-100.0% | $101,802-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 2.4%-2.4pp |
| Annual return | 2.60% | 7.81%-5.2pp | 9.51%-6.9pp | 22.81%-20.2pp |
| Employer contribution / active EE | $10,271 | $7,502+36.9% | $23,377-56.1% | $18,290-43.8% |
| Participant deferral / active EE | $0 | $22-100.0% | $14-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $769-100.0% | $85,222-100.0% |