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 COMPANY3+ years Filed as: FRANK RUSSELL TRUST COMPANY Service code 21 · EIN 91-1116938 | Bank Trustee | $181,000 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 | Actuarial | $44,604 |
MORNEAU SHEPELL3+ years Service code 15 · EIN 58-1415322 | Recordkeeping | $28,705 |
MOSS ADAMS LLP3+ years Service code 10 · EIN 91-0189318 | Accounting | $20,475 |
WENDY GRABEL, ESQ.3+ years Service code 29 · EIN 13-4313953 | Legal | $10,713 |
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 | $266,731-100.0% | $256,121-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 59.4%-59.4pp | 37.7%-37.7pp | 45.9%-45.9pp |
| Annual return | 11.00% | 7.61%+3.4pp | 9.60%+1.4pp | 10.21%+0.8pp |
| Employer contribution / active EE | $261,231 | $55,817+368.0% | $45,595+472.9% | $42,272+518.0% |
| Participant deferral / active EE | $2,058 | $245+739.6% | $255+706.7% | $121+1605.2% |
| Admin fee / account holder | $0 | $10,098-100.0% | $9,523-100.0% | $13,518-100.0% |