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 | $224,658 |
RUSSELL TRUST COMPANY3 years Filed as: RUSSELL INVESTMENTS Service code 27 · EIN 81-1706025 | Advisory (Plan) | $39,514 |
MCCARTER & ENGLISH3 years Filed as: MCCARTER & ENGLISH LLP Service code 29 · EIN 22-1534652 | Legal | $20,744 |
GRANT THORNTON LLP2 years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $20,100 |
FID INV INST OPS CO4 years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,008 | $98,780-6.9% | $60,874+51.1% | $77,904+18.1% |
| Participation rate | 91.6% | 76.7%+14.9pp | 73.1%+18.5pp | 73.7%+17.9pp |
| Annual return | -12.82% | -11.56%-1.3pp | 16.90%-29.7pp | 12.21%-25.0pp |
| Employer contribution / active EE | $4,839 | $3,605+34.2% | $2,701+79.1% | $2,848+69.9% |
| Participant deferral / active EE | $0 | $4,200-100.0% | $3,817-100.0% | $4,806-100.0% |
| Admin fee / account holder | $53 | $89-39.7% | $3,224-98.3% | $133-59.7% |