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 |
|---|---|---|
MERCER2+ years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 27 · EIN 61-0736136 | Advisory (Plan) | $34,333 |
GRANT THORNTON LLP2+ years Service code 10 · EIN 36-6055558 | Accounting | $24,538 |
MCCARTER & ENGLISH2+ years Filed as: MCCARTER & ENGLISH LLP Service code 29 · EIN 22-1534652 | Legal | $16,024 |
DEAWM TRUST COMPANY2+ years Service code 21 | Bank Trustee | $1,750 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Filed as: FIDELITY INVEST.INSTIT.OPER.CO.INC. Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,771 | $85,199+48.8% | $57,179+121.7% | $63,975+98.2% |
| Participation rate | 99.1% | 74.0%+25.0pp | 75.3%+23.7pp | 71.1%+27.9pp |
| Annual return | 7.31% | 10.43%-3.1pp | 14.59%-7.3pp | 48.65%-41.3pp |
| Employer contribution / active EE | $2,232 | $3,446-35.2% | $2,682-16.8% | $2,182+2.3% |
| Participant deferral / active EE | $6,317 | $3,109+103.2% | $3,096+104.0% | $3,356+88.2% |
| Admin fee / account holder | $1 | $39-97.9% | $3,139-100.0% | $70-98.9% |