Filed May 8, 2006 (most recent of 2 filings on file)
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: RUSSELL INVESTMENTS Service code 28 · EIN 91-1116938 | Investment Management | $2,821,813 |
AON CONSULTING9 years Filed as: AON Service code 11 · EIN 36-2235791 | Actuarial | $721,317 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 95-3571558 | Bank Trustee | $151,365 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 50 2401 ELLIOTT AVE FL 4 · SEATTLE, WA 98121 | Direct Payment | $56,660 |
Filed as: MCCONNELL & JONES Service code 10 · EIN 76-0488832 | Accounting | $22,350 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 3.08% | 9.22%-6.1pp | 2.33%+0.8pp | 9.22%-6.1pp |
| Employer contribution / active EE | $14,140 | $13,567+4.2% | $34,323-58.8% | $13,567+4.2% |
| Participant deferral / active EE | $0 | $575-100.0% | $124-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |