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 COMPANY4+ years Filed as: FRANK RUSSELL TRUST COMPANY Service code 21 · EIN 91-1116938 | Bank Trustee | $201,322 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1835864 | Actuarial | $80,050 |
MORNEAU SHEPELL4+ years Service code 15 · EIN 58-1415322 | Recordkeeping | $41,062 |
MOSS ADAMS LLP4+ years Service code 10 · EIN 91-0189318 | Accounting | $21,525 |
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 | $261,924-100.0% | $261,924-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 56.0%-56.0pp | 36.8%-36.8pp | 46.4%-46.4pp |
| Annual return | -5.07% | -4.13%-0.9pp | -2.99%-2.1pp | -82.66%+77.6pp |
| Employer contribution / active EE | $0 | $49,596-100.0% | $41,623-100.0% | $43,769-100.0% |
| Participant deferral / active EE | $2,100 | $2+98135.3% | $35+5829.4% | $103+1944.9% |
| Admin fee / account holder | $0 | $38,841-100.0% | $38,841-100.0% | $11,204-100.0% |