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 |
|---|---|---|
FID INV INST OPS CO4 years Filed as: FID INV INSTL OPS Service code 15 · EIN 04-2647786 | Recordkeeping | $104,317 |
MCCARTER & ENGLISH8+ years Filed as: MCCARTER & ENGLISH LLP Service code 29 · EIN 22-1534652 | Legal | $51,505 |
RUSSELL TRUST COMPANY3 years Filed as: RUSSELL INVESTMENTS Service code 27 · EIN 91-1116938 | Advisory (Plan) | $39,514 |
GRANT THORNTON LLP8+ years Service code 10 · EIN 36-6055558 | Accounting | $20,600 |
FID INV INST OPS CO4 years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
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 | $157,113 | $98,780+59.1% | $60,874+158.1% | $77,904+101.7% |
| Participation rate | 92.0% | 76.7%+15.3pp | 73.1%+18.8pp | 73.7%+18.3pp |
| Annual return | -14.75% | -11.56%-3.2pp | 16.90%-31.7pp | 12.21%-27.0pp |
| Employer contribution / active EE | $2,413 | $3,605-33.1% | $2,701-10.7% | $2,848-15.3% |
| Participant deferral / active EE | $7,836 | $4,200+86.6% | $3,817+105.3% | $4,806+63.1% |
| Admin fee / account holder | $41 | $89-53.3% | $3,224-98.7% | $133-68.8% |