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 FUNDS2 years Filed as: NEWPORT CAPITAL GROUP LLC Service code 16 12 BROAD STREET · RED BANK, NJ 07701 | Consulting | $130,192 |
DRINKER BIDDLE & REATH LLP2 years Service code 29 ONE LOGAN SQUARE STE 2000 · PHILADEPHIA, PA 19103 | Legal | $38,352 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $14,240 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,949 | $159,202-31.6% | $97,995+11.2% | $77,958+39.8% |
| Participation rate | 97.0% | 91.5%+5.5pp | 82.4%+14.6pp | 71.6%+25.3pp |
| Annual return | 21.08% | 28.47%-7.4pp | 23.94%-2.9pp | 20.87%+0.2pp |
| Employer contribution / active EE | $3,442 | $4,224-18.5% | $4,158-17.2% | $2,310+49.0% |
| Participant deferral / active EE | $5,292 | $7,461-29.1% | $5,097+3.8% | $3,537+49.6% |
| Admin fee / account holder | $99 | $83+19.5% | $5,943-98.3% | $97+1.4% |