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 |
|---|---|---|
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE RPS INC Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $36,346 |
AMERICAN FUNDS6 years Filed as: NEWPORT CAPITAL GROUP LLC Service code 16 12 BROAD STREET, 5TH FLOOR · RED BANK, NJ 07701 | Consulting | $31,611 |
Service code 29 ONE LOGAN SQUARE, SUITE 2000 · PHILADELPHIA, PA 19103 | Legal | $22,742 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,812 | $211,459-25.8% | $119,258+31.5% | $93,030+68.6% |
| Participation rate | 92.1% | 94.1%-2.0pp | 82.7%+9.3pp | 73.9%+18.1pp |
| Annual return | 14.33% | 39.10%-24.8pp | 30.69%-16.4pp | 158.70%-144.4pp |
| Employer contribution / active EE | $4,518 | $5,958-24.2% | $4,384+3.1% | $2,706+67.0% |
| Participant deferral / active EE | $7,517 | $9,654-22.1% | $6,111+23.0% | $4,562+64.8% |
| Admin fee / account holder | $44 | $124-64.7% | $7,226-99.4% | $152-71.2% |