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 | $301,766 |
STATE STREET GLOBAL ADVISORS8+ 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 | $132,507 |
WEAVER AND TIDWELL, LLP8+ years Filed as: WEAVER AND TIDWELL LLP Service code 10 · EIN 75-0786316 2821 WEST SEVENTH STREET, SUITE 700 · FORT WORTH, TX 76107 | Accounting | $29,664 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,901 | $76,774-50.6% | $112,228-66.2% | $77,904-51.3% |
| Participation rate | 99.8% | 80.2%+19.6pp | 75.1%+24.7pp | 73.7%+26.1pp |
| Annual return | 6.32% | -10.25%+16.6pp | 27.45%-21.1pp | 12.21%-5.9pp |
| Employer contribution / active EE | $5,209 | $3,977+31.0% | $3,635+43.3% | $2,848+82.9% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,728-100.0% | $4,806-100.0% |
| Admin fee / account holder | $42 | $239-82.5% | $6,410-99.3% | $133-68.5% |