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 | $219,248 |
STATE STREET GLOBAL ADVISORS6+ 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 | $138,214 |
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 | $37,714 | $81,719-53.8% | $101,248-62.8% | $90,288-58.2% |
| Participation rate | 100.0% | 80.7%+19.2pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 1.26% | 337.64%-336.4pp | 46.47%-45.2pp | 53.97%-52.7pp |
| Employer contribution / active EE | $7,661 | $3,622+111.5% | $3,660+109.3% | $2,524+203.5% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,232-100.0% |
| Admin fee / account holder | $34 | $162-78.8% | $5,945-99.4% | $114-69.9% |