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 |
|---|---|---|
Filed as: FIDELITY INVESTMENT INST Service code 19 · EIN 04-2647786 P.O. BOX 770002 · CINCINNATI, OH 45277 | Securities Custodian | $203,191 |
HOLLAND & KNIGHT2 years Filed as: HOLLAND & KNIGHT LLP Service code 29 · EIN 59-0663819 524 GRAND AGENCY BLVD · BRADEN, FL 33510 | Legal | $147,672 |
AMERICAN FUNDS8 years Filed as: NEWPORT CAPITAL GROUP LLC Service code 16 · EIN 37-6572947 12 BROAD STREET, 5TH FLOOR · RED BANK, NJ 07701 | Consulting | $67,072 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 REDWOOD HIGHWAY SUITE B-60 · SAN RAFAEL, CA 94903 | Consulting | $63,750 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $50,909 |
Filed as: FAERGE DRINKER BIDDLE & REATH LLP Service code 29 · EIN 41-0244008 ONE LOGAN SQUARE, SUITE 2000 · PHILADELPHIA, PA 19103 | Legal | $15,142 |
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 | $136,453 | $167,950-18.8% | $112,887+20.9% | $80,160+70.2% |
| Participation rate | 98.6% | 94.5%+4.1pp | 80.5%+18.1pp | 72.9%+25.7pp |
| Annual return | 12.63% | 18.78%-6.2pp | 34.10%-21.5pp | 40.38%-27.8pp |
| Employer contribution / active EE | $7,095 | $6,272+13.1% | $4,563+55.5% | $2,978+138.3% |
| Participant deferral / active EE | $7,723 | $9,857-21.6% | $6,513+18.6% | $5,017+53.9% |
| Admin fee / account holder | $134 | $104+29.1% | $7,047-98.1% | $145-7.7% |