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 |
|---|---|---|
MCCARTER & ENGLISH6+ years Filed as: MCCARTER & ENGLISH LLP Service code 29 · EIN 22-1534652 | Legal | $91,667 |
TIAA1 year Service code 16 · EIN 13-1624203 | Consulting | $79,802 |
RUSSELL TRUST COMPANY1 year Filed as: RUSSELL INVESTMENTS Service code 27 · EIN 91-1116938 | Advisory (Plan) | $57,300 |
GRANT THORNTON LLP6+ years Service code 10 · EIN 36-6055558 | Accounting | $51,200 |
FID INV INST OPS CO2 years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
FID INV INST OPS CO2 years Filed as: FID INV INSTL OPS Service code 15 · EIN 04-2647786 | Recordkeeping | -$497,363 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,750 | $105,581+36.2% | $70,449+104.0% | $90,288+59.2% |
| Participation rate | 93.1% | 77.5%+15.5pp | 75.1%+18.0pp | 73.4%+19.7pp |
| Annual return | 13.79% | 14.78%-1.0pp | 109.03%-95.2pp | 53.97%-40.2pp |
| Employer contribution / active EE | $1,997 | $3,304-39.5% | $2,737-27.0% | $2,524-20.9% |
| Participant deferral / active EE | $5,841 | $3,813+53.2% | $3,709+57.5% | $4,232+38.0% |
| Admin fee / account holder | $58 | $68-14.4% | $3,845-98.5% | $114-49.3% |