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 FUNDS4 years Filed as: NEWPORT CAPITAL GROUP LLC Service code 16 12 BROAD STREET · RED BANK, NJ 07701 | Consulting | $90,000 |
DRINKER BIDDLE & REATH LLP4 years Service code 16 ONE LOGAN SQUARE · PHILADEPHIA, PA 19103 | Consulting | $44,463 |
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $11,692 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,211 | $168,477-26.3% | $105,387+17.9% | $77,787+59.7% |
| Participation rate | 95.2% | 91.6%+3.5pp | 82.6%+12.6pp | 73.2%+22.0pp |
| Annual return | 26.63% | 25.62%+1.0pp | 26.82%-0.2pp | 32.57%-5.9pp |
| Employer contribution / active EE | $4,029 | $4,957-18.7% | $4,213-4.4% | $2,504+60.9% |
| Participant deferral / active EE | $6,505 | $8,141-20.1% | $5,502+18.2% | $3,967+64.0% |
| Admin fee / account holder | $51 | $103-50.4% | $6,559-99.2% | $100-49.2% |