Filed October 9, 1992 (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 |
|---|---|---|
Filed as: FIDELITY INV INSTL OPS Service code 15 · EIN 04-2647786 | Recordkeeping | $168,063 |
RUSSELL TRUST COMPANY5 years Filed as: RUSSELL INVESTMENTS Service code 27 · EIN 81-1706025 | Advisory (Plan) | $32,355 |
GRANT THORNTON LLP4 years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $23,500 |
MCCARTER & ENGLISH10+ years Filed as: MCCARTER & ENGLISH, LLP Service code 29 · EIN 22-1534652 | Legal | $8,673 |
FID INV INST OPS CO6 years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,570 | $113,293-5.9% | $67,502+57.9% | $199,593-46.6% |
| Participation rate | 53.5% | 73.3%-19.9pp | 72.9%-19.4pp | 72.0%-18.5pp |
| Annual return | 12.09% | 15.88%-3.8pp | 3512.12%-3500.0pp | 34.25%-22.2pp |
| Employer contribution / active EE | $3,259 | $3,401-4.2% | $2,731+19.4% | $3,034+7.4% |
| Participant deferral / active EE | $0 | $4,159-100.0% | $4,000-100.0% | $5,087-100.0% |
| Admin fee / account holder | $42 | $103-59.3% | $3,998-99.0% | $269-84.5% |