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 INST OPS CO Service code 15 · EIN 04-2647786 | Recordkeeping | $443,433 |
RUSSELL TRUST COMPANY2 years Filed as: RUSSELL INVESTMENTS Service code 27 · EIN 81-1706025 | Advisory (Plan) | $29,334 |
MCCARTER & ENGLISH2 years Filed as: MCCARTER & ENGLISH LLP Service code 29 · EIN 22-1534652 | Legal | $28,399 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $19,700 |
FID INV INST OPS CO3 years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,592 | $120,057-10.4% | $75,696+42.1% | $93,030+15.7% |
| Participation rate | 96.5% | 77.3%+19.2pp | 74.8%+21.7pp | 73.9%+22.6pp |
| Annual return | 12.41% | 19.62%-7.2pp | 104.53%-92.1pp | 158.70%-146.3pp |
| Employer contribution / active EE | $4,979 | $3,253+53.0% | $2,743+81.5% | $2,706+84.0% |
| Participant deferral / active EE | $0 | $4,089-100.0% | $3,821-100.0% | $4,562-100.0% |
| Admin fee / account holder | $53 | $81-34.8% | $3,619-98.5% | $152-65.0% |