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 COMPANY9+ years Filed as: FRANK RUSSELL TRUST COMPANY Service code 21 · EIN 91-1116938 | Bank Trustee | $200,534 |
MORNEAU SHEPELL2 years Filed as: TELUS HEALTH Service code 15 · EIN 58-1415322 | Recordkeeping | $83,485 |
MOSS ADAMS LLP9+ years Service code 10 · EIN 91-0189318 | Accounting | $63,275 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1835864 | Actuarial | $52,320 |
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 | $331,632-100.0% | $331,632-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 70.0%-70.0pp | 48.3%-48.3pp | 55.8%-55.8pp |
| Annual return | 9.18% | 10.22%-1.0pp | 10.59%-1.4pp | 24.42%-15.2pp |
| Employer contribution / active EE | $0 | $49,235-100.0% | $43,976-100.0% | $41,338-100.0% |
| Participant deferral / active EE | $0 | $161-100.0% | $166-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $25,063-100.0% | $25,063-100.0% | $22,079-100.0% |