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 COMPANY7+ years Filed as: FRANK RUSSELL TRUST COMPANY Service code 21 · EIN 91-1116938 | Bank Trustee | $222,629 |
THE SEGAL COMPANY7+ years Service code 11 · EIN 13-1835864 | Actuarial | $79,268 |
MORNEAU SHEPELL2 years Filed as: LIFEWORKS Service code 15 · EIN 58-1415322 | Recordkeeping | $32,383 |
MOSS ADAMS LLP7+ years Service code 10 · EIN 91-0189318 | Accounting | $22,575 |
WENDY WEISS2 years Filed as: WENDY L. GRABEL Service code 29 · EIN 13-4313953 | Legal | $6,132 |
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 | $397,815-100.0% | $397,815-100.0% | $286,844-100.0% |
| Participation rate | 0.0% | 49.0%-49.0pp | 33.6%-33.6pp | 37.6%-37.6pp |
| Annual return | 8.55% | 9.62%-1.1pp | 9.74%-1.2pp | 9.30%-0.8pp |
| Employer contribution / active EE | $0 | $46,336-100.0% | $39,474-100.0% | $43,742-100.0% |
| Participant deferral / active EE | $0 | $130-100.0% | $135-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $10,161-100.0% | $10,161-100.0% | $12,596-100.0% |