Filed December 28, 2005 (most recent of 3 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 16 12 BROAD STREET · RED BANK, NJ 07701 | Consulting | $121,260 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $16,331 |
Service code 29 ONE LOGAN SQUARE STE 2000 · PHILADEPHIA, PA 19103 | Legal | $15,604 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,338 | $144,604-34.8% | $88,497+6.6% | $63,975+47.5% |
| Participation rate | 96.1% | 91.8%+4.2pp | 82.4%+13.7pp | 71.1%+25.0pp |
| Annual return | 5.88% | 9.63%-3.8pp | 7.63%-1.7pp | 48.65%-42.8pp |
| Employer contribution / active EE | $3,135 | $4,008-21.8% | $4,036-22.3% | $2,182+43.7% |
| Participant deferral / active EE | $4,915 | $7,027-30.1% | $4,899+0.3% | $3,356+46.4% |
| Admin fee / account holder | $78 | $78-0.1% | $6,220-98.7% | $70+11.2% |