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 COMPANY6+ years Filed as: FRANK RUSSELL TRUST COMPANY Service code 21 · EIN 91-1116938 | Bank Trustee | $201,834 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1835864 | Actuarial | $53,335 |
MORNEAU SHEPELL1 year Filed as: LIFEWORKS Service code 15 · EIN 58-1415322 | Recordkeeping | $37,112 |
MOSS ADAMS LLP6+ years Service code 10 · EIN 91-0189318 | Accounting | $22,050 |
WENDY WEISS1 year Filed as: WENDY L. GRABEL Service code 29 · EIN 13-4313953 | Legal | $18,743 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $312,618-100.0% | $312,618-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 53.4%-53.4pp | 31.8%-31.8pp | 43.0%-43.0pp |
| Annual return | 8.28% | 9.70%-1.4pp | 10.03%-1.7pp | 259.13%-250.8pp |
| Employer contribution / active EE | $77,727 | $45,469+70.9% | $38,789+100.4% | $41,469+87.4% |
| Participant deferral / active EE | $2,409 | $67+3507.4% | $74+3140.2% | $153+1474.0% |
| Admin fee / account holder | $0 | $4,182-100.0% | $4,182-100.0% | $21,546-100.0% |