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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $263,351 |
AMERICAN FUNDS5 years Filed as: NEWPORT CAPITAL GROUP LLC Service code 27 12 BROAD STREET · RED BANK, NJ 07701 | Advisory (Plan) | $62,060 |
NEWPORT GROUP, INC.7 years Filed as: NEWPORT GROUP SECURITIES Service code 27 1350 TREAT BLVD · WALNUT CREEK, CA 94597 | Advisory (Plan) | $20,686 |
Service code 10 3867 WEST MARKET STREET · 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 | $155,747 | $122,693+26.9% | $184,203-15.4% | $199,593-22.0% |
| Participation rate | 95.8% | 86.8%+9.0pp | 86.8%+9.0pp | 72.0%+23.8pp |
| Annual return | 14.25% | 143.91%-129.7pp | 28.81%-14.6pp | 34.25%-20.0pp |
| Employer contribution / active EE | $3,416 | $4,584-25.5% | $6,427-46.8% | $3,034+12.6% |
| Participant deferral / active EE | $9,357 | $7,990+17.1% | $9,131+2.5% | $5,087+83.9% |
| Admin fee / account holder | $110 | $121-8.5% | $13,901-99.2% | $269-59.0% |