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 CO5 years Filed as: FID INV INSTL OPS Service code 15 · EIN 04-2647786 | Recordkeeping | $104,669 |
RUSSELL TRUST COMPANY4 years Filed as: RUSSELL INVESTMENTS Service code 27 · EIN 91-1116938 | Advisory (Plan) | $41,145 |
GRANT THORNTON LLP9+ years Service code 10 · EIN 36-6055558 | Accounting | $22,250 |
MCCARTER & ENGLISH9+ years Filed as: MCCARTER & ENGLISH LLP Service code 29 · EIN 22-1534652 | Legal | $22,155 |
FID INV INST OPS CO5 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 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 | $157,751 | $105,179+50.0% | $64,056+146.3% | $80,160+96.8% |
| Participation rate | 89.2% | 73.5%+15.7pp | 72.3%+16.9pp | 72.9%+16.3pp |
| Annual return | 17.71% | 20.34%-2.6pp | 33.69%-16.0pp | 40.38%-22.7pp |
| Employer contribution / active EE | $2,242 | $3,311-32.3% | $2,747-18.4% | $2,978-24.7% |
| Participant deferral / active EE | $7,606 | $4,020+89.2% | $3,880+96.0% | $5,017+51.6% |
| Admin fee / account holder | $32 | $113-71.4% | $3,068-98.9% | $145-77.7% |