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 |
|---|---|---|
AMERICAN FUNDS3 years Filed as: NEWPORT CAPITAL GROUP LLC Service code 27 12 BROAD STREET · RED BANK, NJ 07701 | Advisory (Plan) | $73,883 |
T ROWE PRICE RPS INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $34,090 |
Service code 10 3867 WEST MARKET STREET, #256 · AKRON, OH 44333 | Accounting | $16,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,902 | $95,918+29.2% | $151,611-18.3% | $77,904+59.0% |
| Participation rate | 98.8% | 88.7%+10.0pp | 87.5%+11.3pp | 73.7%+25.1pp |
| Annual return | -16.06% | -5.50%-10.6pp | 3.33%-19.4pp | 12.21%-28.3pp |
| Employer contribution / active EE | $2,823 | $4,330-34.8% | $6,166-54.2% | $2,848-0.9% |
| Participant deferral / active EE | $8,536 | $7,508+13.7% | $8,363+2.1% | $4,806+77.6% |
| Admin fee / account holder | $38 | $93-58.8% | $11,616-99.7% | $133-71.0% |