Filed January 6, 2006
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 INC11+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $264,289 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT CONSULTING GROUP Service code 27 1209 ORANGE STREET · WILMINGTON, DE 19801 | Advisory (Plan) | $85,559 |
Service code 10 3867 WEST MARKET STREET · AKRON, OH 44333 | Accounting | $16,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,158 | $160,882+8.9% | $200,582-12.7% | $102,872+70.3% |
| Participation rate | 95.9% | 91.2%+4.7pp | 86.9%+9.0pp | 73.0%+22.9pp |
| Annual return | 16.79% | 18.15%-1.4pp | 42.33%-25.5pp | 19.06%-2.3pp |
| Employer contribution / active EE | $3,584 | $5,602-36.0% | $6,419-44.2% | $3,526+1.6% |
| Participant deferral / active EE | $9,707 | $9,300+4.4% | $9,331+4.0% | $5,535+75.4% |
| Admin fee / account holder | $109 | $125-12.5% | $16,305-99.3% | $292-62.6% |