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 COMPANY1 year Filed as: RUSSELL INVESTMENTS Service code 21 · EIN 91-1116938 | Bank Trustee | $213,366 |
MORNEAU SHEPELL1 year Filed as: TELUS HEALTH Service code 15 · EIN 58-1415322 | Recordkeeping | $147,859 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 13-1835864 | Actuarial | $86,595 |
MOSS ADAMS LLP8+ years Service code 10 · EIN 91-0189318 | Accounting | $55,125 |
WENDY WEISS3 years Filed as: WENDY L. GRABEL Service code 29 · EIN 13-4313953 | Legal | $16,993 |
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 | $268,676-100.0% | $268,676-100.0% | $350,408-100.0% |
| Participation rate | 0.0% | 55.0%-55.0pp | 37.9%-37.9pp | 44.4%-44.4pp |
| Annual return | -16.25% | -11.17%-5.1pp | -10.68%-5.6pp | -14.65%-1.6pp |
| Employer contribution / active EE | $0 | $55,905-100.0% | $48,995-100.0% | $46,320-100.0% |
| Participant deferral / active EE | $0 | $129-100.0% | $360-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $4,366-100.0% | $4,366-100.0% | $14,631-100.0% |