Filed February 25, 2010
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 COMPANY3 years Filed as: RUSSELL INVESTMENTS Service code 28 1301 SECOND AVENUE · SEATTLE, WA 98101 | Investment Management | $800,803 |
MERCER10+ years Filed as: MERCER (US) INC. Service code 11 · EIN 13-2834414 | Actuarial | $244,504 |
US BANK10+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 84-0892519 | Bank Trustee | $241,252 |
FORVIS MAZARS, LLP2 years Filed as: FORVIS MAZARS LLP Service code 10 · EIN 44-0160260 910 EAST ST. LOUIS STREET · SPRINGFIELD, MO 658011190 | Accounting | $22,229 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $505,629-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 39.0%-39.0pp | 0.0%0pp |
| Annual return | 3.99% | 9.22%-5.2pp | 8.40%-4.4pp | 9.22%-5.2pp |
| Employer contribution / active EE | $9,890 | $13,567-27.1% | $39,312-74.8% | $13,567-27.1% |
| Participant deferral / active EE | $0 | $575-100.0% | $131-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $38,466-100.0% | - |