Filed September 16, 2006 (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 |
|---|---|---|
Service code 15 · EIN 13-4238973 154 HANSEN ROAD, SUITE 102 · CHARLOTTESVILLE, VA 22911 | Recordkeeping | $315,517 |
STATE STREET GLOBAL ADVISORS10+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 04-3397581 1200 CROWN COLONY DRIVE, C1/N1 · QUINCY, MA 02169 | Directed Trustee | $170,689 |
WEAVER AND TIDWELL, LLP10+ years Filed as: WEAVER AND TIDWELL LLP Service code 10 · EIN 75-0786316 2821 WEST SEVENTH STREET, SUITE 700 · FORT WORTH, TX 76107 | Accounting | $36,691 |
Employer contribution per participant 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 | $47,050 | $86,936-45.9% | $103,333-54.5% | $99,062-52.5% |
| Participation rate | 85.2% | 81.7%+3.5pp | 74.5%+10.7pp | 71.6%+13.6pp |
| Annual return | 15.12% | 14.99%+0.1pp | 24.88%-9.8pp | 17.66%-2.5pp |
| Employer contribution / active EE | $88 | $3,925-97.8% | $3,868-97.7% | $3,262-97.3% |
| Participant deferral / active EE | $0 | $3,825-100.0% | $5,057-100.0% | $5,331-100.0% |
| Admin fee / account holder | $47 | $140-66.7% | $8,355-99.4% | $109-57.2% |