Filed December 13, 2001
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 17 · EIN 91-1116938 | Pension Consulting | $279,646 |
LEGAL & GENERAL INVESTMENT5 years Filed as: LEGAL&GENERAL INVESTMENT MANAGEMENT Service code 28 · EIN 20-8058531 | Investment Management | $240,283 |
RUSSELL TRUST COMPANY3 years Filed as: RUSSELL INVESTMENTS CAPITAL, LLC Service code 17 · EIN 81-7106025 | Pension Consulting | $190,000 |
BLACKROCK10+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $71,222 |
CROWE LLP1 year Filed as: CROWE Service code 10 · EIN 35-0921680 | Accounting | $20,000 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | 0.86% | 11.94%-11.1pp | 6.78%-5.9pp | 8.76%-7.9pp |
| Employer contribution / active EE | $101,995 | $15,564+555.3% | $25,154+305.5% | $16,627+513.4% |
| Participant deferral / active EE | $0 | $33-100.0% | $47-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |