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 FUNDS2 years Filed as: NEWPORT CAPITAL GROUP LLC Service code 27 12 BROAD STREET · RED BANK, NJ 07701 | Advisory (Plan) | $151,932 |
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $32,229 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,123 | $82,546+136.4% | $140,016+39.4% | $75,289+159.2% |
| Participation rate | 97.7% | 88.4%+9.3pp | 87.5%+10.2pp | 72.4%+25.3pp |
| Annual return | 1.51% | -0.36%+1.9pp | 651.12%-649.6pp | -0.04%+1.5pp |
| Employer contribution / active EE | $4,936 | $3,856+28.0% | $5,606-12.0% | $2,405+105.2% |
| Participant deferral / active EE | $8,558 | $5,731+49.3% | $6,927+23.5% | $3,739+128.9% |
| Admin fee / account holder | $154 | $86+79.4% | $10,705-98.6% | $102+50.4% |