Filed January 23, 2006 (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 |
|---|---|---|
AMERICAN FUNDS1 year Filed as: NEWPORT CAPITAL GROUP LLC Service code 27 12 BROAD STREET · RED BANK, NJ 07701 | Advisory (Plan) | $79,568 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $40,189 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,238 | $89,274+119.8% | $149,718+31.1% | $77,958+151.7% |
| Participation rate | 97.7% | 87.6%+10.1pp | 87.1%+10.7pp | 71.6%+26.1pp |
| Annual return | 16.24% | 20.36%-4.1pp | 1501.63%-1485.4pp | 20.87%-4.6pp |
| Employer contribution / active EE | $3,593 | $3,727-3.6% | $5,445-34.0% | $2,310+55.5% |
| Participant deferral / active EE | $7,751 | $5,382+44.0% | $6,569+18.0% | $3,537+119.2% |
| Admin fee / account holder | $104 | $240-56.7% | $11,283-99.1% | $97+6.6% |