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 FUNDS5 years Filed as: NEWPORT CAPITAL GROUP LLC Service code 16 12 BROAD STREET, 5TH FLOOR · RED BANK, NJ 07701 | Consulting | $121,800 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RPS INC Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $12,742 |
Service code 29 ONE LOGAN SQUARE, SUITE 2000 · PHILADELPHIA, PA 19103 | Legal | $12,400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,958 | $187,277-27.4% | $112,977+20.3% | $90,288+50.6% |
| Participation rate | 96.7% | 91.6%+5.1pp | 82.6%+14.1pp | 73.4%+23.3pp |
| Annual return | 12.33% | 26.33%-14.0pp | 24.24%-11.9pp | 53.97%-41.6pp |
| Employer contribution / active EE | $4,215 | $5,263-19.9% | $4,255-0.9% | $2,524+67.0% |
| Participant deferral / active EE | $6,915 | $8,833-21.7% | $5,836+18.5% | $4,232+63.4% |
| Admin fee / account holder | $71 | $102-30.2% | $6,294-98.9% | $114-37.8% |