Filed May 3, 1999 (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 COMPANY2 years Filed as: RUSSELL INVESTMENTS TRUST COMPANY Service code 25 · EIN 91-1116938 | Directed Trustee | $134,361 |
MILLIMAN, INC.5+ years Service code 11 · EIN 91-0675641 | Actuarial | $37,035 |
MARCUM LLP2 years Service code 10 · EIN 11-1986323 | Accounting | $7,964 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $204,001-100.0% | $204,001-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 35.7%-35.7pp | 9.4%-9.4pp | 47.4%-47.4pp |
| Annual return | 15.46% | -238.73%+254.2pp | -100.31%+115.8pp | 12.16%+3.3pp |
| Employer contribution / active EE | $125,000 | $30,640+308.0% | $18,686+569.0% | $44,746+179.4% |
| Participant deferral / active EE | $0 | $0 | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $1,604-100.0% | $1,604-100.0% | $17,640-100.0% |