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 |
|---|---|---|
TIAA1 year Service code 13 · EIN 13-1622420 | Contract Administrator | $73,990 |
RUSSELL TRUST COMPANY1 year Filed as: RUSSELL INVESTMENTS Service code 27 · EIN 81-1706025 | Advisory (Plan) | $38,474 |
MCCARTER & ENGLISH1 year Filed as: MCCARTER & ENGLISH LLP Service code 29 · EIN 22-1534652 | Legal | $20,300 |
FID INV INST OPS CO2 years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INV INST OPS CO Service code 15 · EIN 04-2647786 | Recordkeeping | -$106,799 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,608 | $105,581-8.5% | $70,449+37.1% | $90,288+7.0% |
| Participation rate | 99.7% | 77.5%+22.2pp | 75.1%+24.6pp | 73.4%+26.3pp |
| Annual return | 12.52% | 14.78%-2.3pp | 109.03%-96.5pp | 53.97%-41.4pp |
| Employer contribution / active EE | $4,733 | $3,304+43.3% | $2,737+73.0% | $2,524+87.5% |
| Participant deferral / active EE | $0 | $3,813-100.0% | $3,709-100.0% | $4,232-100.0% |
| Admin fee / account holder | $60 | $68-11.8% | $3,845-98.5% | $114-47.8% |