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 |
|---|---|---|
TROUTMAN SANDERS LLP1 year Filed as: TROUTMAN PEPPER LLC Service code 29 PO BOX 933652 · ATLANTA, GA 31193 | Legal | $158,937 |
AMERICAN FUNDS9 years Filed as: NEWPORT CAPITAL GROUP LLC Service code 27 12 BROAD STREET · RED BANK, NJ 07701 | Advisory (Plan) | $149,723 |
T ROWE PRICE RPS INC11+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $104,349 |
BDO USA, LLP2 years Filed as: BDO USA, P.C Service code 10 · EIN 13-5381590 | Accounting | $66,425 |
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 | $244,859 | $160,882+52.2% | $200,582+22.1% | $102,872+138.0% |
| Participation rate | 94.8% | 91.2%+3.6pp | 86.9%+7.9pp | 73.0%+21.7pp |
| Annual return | 13.81% | 18.15%-4.3pp | 42.33%-28.5pp | 19.06%-5.2pp |
| Employer contribution / active EE | $8,325 | $5,602+48.6% | $6,419+29.7% | $3,526+136.1% |
| Participant deferral / active EE | $11,308 | $9,300+21.6% | $9,331+21.2% | $5,535+104.3% |
| Admin fee / account holder | $296 | $125+137.0% | $16,305-98.2% | $292+1.2% |