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 64 · EIN 13-4238973 154 HANSEN ROAD, SUITE 102 · CHARLOTTESVILLE, VA 22911 | Recordkeeping Fees | $122,545 |
STATE STREET GLOBAL ADVISORS2+ 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 | $117,598 |
WEAVER AND TIDWELL, LLP2+ years Filed as: WEAVER AND TIDWELL LLP Service code 10 · EIN 75-0786316 2821 WEST SEVENTH STREET, SUITE 700 · FORT WORTH, TX 76107 | Accounting | $15,811 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,455 | $50,626-31.9% | $84,750-59.3% | $65,292-47.2% |
| Participation rate | 100.0% | 89.2%+10.8pp | 76.6%+23.4pp | 72.4%+27.6pp |
| Annual return | 9.54% | 5.34%+4.2pp | 22.78%-13.2pp | 11.84%-2.3pp |
| Employer contribution / active EE | $3,840 | $3,033+26.6% | $3,574+7.5% | $2,302+66.9% |
| Participant deferral / active EE | $0 | $3,109-100.0% | $3,712-100.0% | $3,579-100.0% |
| Admin fee / account holder | $26 | $97-73.2% | $5,332-99.5% | $57-54.9% |