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 | $183,957 |
STATE STREET GLOBAL ADVISORS7+ 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 | $112,995 |
WEAVER AND TIDWELL, LLP7+ years Filed as: WEAVER AND TIDWELL LLP Service code 10 · EIN 75-0786316 2821 WEST SEVENTH STREET, SUITE 700 · FORT WORTH, TX 76107 | Accounting | $18,778 |
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 | $37,304 | $80,412-53.6% | $109,143-65.8% | $101,517-63.3% |
| Participation rate | 99.1% | 84.4%+14.7pp | 75.9%+23.2pp | 74.6%+24.5pp |
| Annual return | 4.81% | 16.17%-11.4pp | 25.75%-20.9pp | 21.00%-16.2pp |
| Employer contribution / active EE | $3,840 | $3,731+2.9% | $3,722+3.2% | $2,973+29.1% |
| Participant deferral / active EE | $0 | $3,396-100.0% | $4,653-100.0% | $4,873-100.0% |
| Admin fee / account holder | $30 | $135-78.0% | $6,752-99.6% | $139-78.7% |