Filed September 5, 2006
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 COMPANY1+ years Filed as: FRANK RUSSELL TRUST COMPANY Service code 21 · EIN 91-1116938 | Bank Trustee | $157,446 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 | Actuarial | $88,027 |
MORNEAU SHEPELL1+ years Service code 15 · EIN 58-1415322 | Recordkeeping | $28,050 |
MOSS ADAMS LLP1+ years Service code 10 · EIN 91-0189318 | Accounting | $18,375 |
WENDY GRABEL, ESQ.1+ years Service code 29 · EIN 13-4313953 | Legal | $10,452 |
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 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 | $199,435-100.0% | $186,087-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 59.6%-59.6pp | 37.8%-37.8pp | 48.7%-48.7pp |
| Annual return | -1.06% | -2.05%+1.0pp | -2.13%+1.1pp | -2.16%+1.1pp |
| Employer contribution / active EE | $158,605 | $44,216+258.7% | $34,127+364.8% | $42,957+269.2% |
| Participant deferral / active EE | $1,689 | $109+1443.1% | $131+1192.6% | $153+1001.3% |
| Admin fee / account holder | $0 | $1,011-100.0% | $941-100.0% | $12,572-100.0% |