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 | $220,646 |
RUSSELL TRUST COMPANY4 years Filed as: RUSSELL INVESTMENTS Service code 27 · EIN 81-1706025 | Advisory (Plan) | $51,646 |
GRANT THORNTON LLP3 years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $22,250 |
MCCARTER & ENGLISH9+ years Filed as: MCCARTER & ENGLISH, LLP Service code 29 · EIN 22-1534652 | Legal | $18,579 |
FID INV INST OPS CO5 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 | $105,837 | $105,179+0.6% | $64,056+65.2% | $80,160+32.0% |
| Participation rate | 91.3% | 73.5%+17.8pp | 72.3%+19.0pp | 72.9%+18.4pp |
| Annual return | 15.42% | 20.34%-4.9pp | 33.69%-18.3pp | 40.38%-25.0pp |
| Employer contribution / active EE | $5,175 | $3,311+56.3% | $2,747+88.4% | $2,978+73.8% |
| Participant deferral / active EE | $0 | $4,020-100.0% | $3,880-100.0% | $5,017-100.0% |
| Admin fee / account holder | $57 | $113-49.3% | $3,068-98.1% | $145-60.4% |