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 FUNDS3 years Filed as: NEWPORT CAPITAL GROUP LLC Service code 16 12 BROAD STREET · RED BANK, NJ 07701 | Consulting | $133,004 |
DRINKER BIDDLE & REATH LLP3 years Service code 29 ONE LOGAN SQUARE · PHILADELPHIA, PA 19103 | Legal | $92,704 |
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $10,184 |
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 | $98,346 | $144,389-31.9% | $90,782+8.3% | $75,289+30.6% |
| Participation rate | 96.7% | 92.2%+4.5pp | 82.7%+14.0pp | 72.4%+24.2pp |
| Annual return | -6.83% | 0.91%-7.7pp | -3.42%-3.4pp | -0.04%-6.8pp |
| Employer contribution / active EE | $3,770 | $4,529-16.8% | $4,105-8.2% | $2,405+56.7% |
| Participant deferral / active EE | $5,939 | $7,882-24.7% | $5,366+10.7% | $3,739+58.9% |
| Admin fee / account holder | $119 | $102+16.5% | $5,908-98.0% | $102+16.7% |