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 FUNDS3 years Filed as: NEWPORT CAPITAL GROUP LLC Service code 27 12 BROAD STREET · RED BANK, NJ 07701 | Advisory (Plan) | $71,000 |
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $37,519 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,214 | $95,776+114.3% | $162,163+26.5% | $77,787+163.8% |
| Participation rate | 97.6% | 88.6%+8.9pp | 87.6%+10.0pp | 73.2%+24.4pp |
| Annual return | 14.46% | 37.03%-22.6pp | 115.59%-101.1pp | 32.57%-18.1pp |
| Employer contribution / active EE | $4,866 | $3,874+25.6% | $5,614-13.3% | $2,504+94.3% |
| Participant deferral / active EE | $9,321 | $6,125+52.2% | $7,298+27.7% | $3,967+134.9% |
| Admin fee / account holder | $85 | $88-3.3% | $10,843-99.2% | $100-15.3% |