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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $257,634 |
AMERICAN FUNDS4 years Filed as: NEWPORT CAPITAL GROUP LLC Service code 16 12 BROAD STREET · RED BANK, NJ 07701 | Consulting | $58,272 |
Service code 10 3867 WEST MARKET STREET, #256 · AKRON, OH 44333 | Accounting | $16,000 |
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 | $143,149 | $112,686+27.0% | $169,993-15.8% | $80,160+78.6% |
| Participation rate | 97.6% | 87.4%+10.2pp | 87.0%+10.6pp | 72.9%+24.6pp |
| Annual return | 12.94% | 67.04%-54.1pp | 53.37%-40.4pp | 40.38%-27.4pp |
| Employer contribution / active EE | $2,992 | $4,481-33.2% | $6,785-55.9% | $2,978+0.5% |
| Participant deferral / active EE | $8,928 | $7,876+13.4% | $10,408-14.2% | $5,017+77.9% |
| Admin fee / account holder | $104 | $99+4.6% | $12,815-99.2% | $145-28.5% |