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 FUNDS10+ years Filed as: NEWPORT CAPITAL GROUP Service code 27 12 BROAD STREET 5TH FLOOR · RED BANK, NJ 07701 | Advisory (Plan) | $399,715 |
BDO USA, LLP1 year Filed as: BDO USA, P.C Service code 10 · EIN 13-5381590 | Accounting | $66,122 |
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $39,989 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,560 | $122,693+83.8% | $184,203+22.5% | $199,593+13.0% |
| Participation rate | 97.0% | 86.8%+10.2pp | 86.8%+10.2pp | 72.0%+25.0pp |
| Annual return | 13.15% | 143.91%-130.8pp | 28.81%-15.7pp | 34.25%-21.1pp |
| Employer contribution / active EE | $7,777 | $4,584+69.6% | $6,427+21.0% | $3,034+156.3% |
| Participant deferral / active EE | $11,030 | $7,990+38.0% | $9,131+20.8% | $5,087+116.8% |
| Admin fee / account holder | $317 | $121+162.6% | $13,901-97.7% | $269+17.8% |