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 COMPANY5+ years Filed as: FRANK RUSSELL TRUST COMPANY Service code 21 · EIN 91-1116938 | Bank Trustee | $199,664 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1835864 | Actuarial | $44,877 |
MORNEAU SHEPELL5+ years Service code 15 · EIN 58-1415322 | Recordkeeping | $36,406 |
MOSS ADAMS LLP5+ years Service code 10 · EIN 91-0189318 | Accounting | $21,620 |
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 | $261,421-100.0% | $248,520-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 59.1%-59.1pp | 35.1%-35.1pp | 47.4%-47.4pp |
| Annual return | 14.00% | 9.46%+4.5pp | 239.57%-225.6pp | 12.16%+1.8pp |
| Employer contribution / active EE | $176,498 | $52,068+239.0% | $43,837+302.6% | $44,746+294.4% |
| Participant deferral / active EE | $2,193 | $614+257.4% | $575+281.2% | $170+1187.4% |
| Admin fee / account holder | $0 | $39,249-100.0% | $36,083-100.0% | $17,640-100.0% |