Filed December 17, 1992
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 |
|---|---|---|
DAY PITNEY LLP1 year Service code 29 P.O. BOX 416234 · BOSTON, MA 022416234 | Legal | $34,892 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,916 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,067 | $89,274-29.4% | $149,718-57.9% | $77,958-19.1% |
| Participation rate | 91.6% | 87.6%+3.9pp | 87.1%+4.5pp | 71.6%+19.9pp |
| Annual return | 18.71% | 20.36%-1.6pp | 1501.63%-1482.9pp | 20.87%-2.2pp |
| Employer contribution / active EE | $2,389 | $3,727-35.9% | $5,445-56.1% | $2,310+3.4% |
| Participant deferral / active EE | $4,540 | $5,382-15.6% | $6,569-30.9% | $3,537+28.4% |
| Admin fee / account holder | $18 | $240-92.3% | $11,283-99.8% | $97-81.0% |