Filed April 29, 2010 (most recent of 2 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 |
|---|---|---|
FINANCIAL ENGINES2+ years Service code 26 1050 ENTERPRISE WAY · SUNNYVALE, CA 94809 | Advisory (Participants) | $191,635 |
NEWPORT GROUP, INC.2+ years Filed as: NEWPORT GROUP SECURITIES INC Service code 16 PO BOX 116223 · ATLANTA, GA 30368 | Consulting | $27,173 |
DWORKEN HILLMAN LAMORTE & STERCZALA1 year Filed as: DWORKEN HILLMAN LAMORTE STERCZALA P Service code 10 FOUR CORPORATE DRIVE · SHELTON, CT 06484 | Accounting | $16,600 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $8,466 |
LATHAM & WATKINS LLP1 year Filed as: LATHAM WATKINS LLP Service code 16 PO BOX 894256 · LOS ANGELES, CA 90189 | Consulting | $7,935 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,761 | $88,581-0.9% | $74,183+18.3% | $65,292+34.4% |
| Participation rate | 96.0% | 86.2%+9.8pp | 76.6%+19.4pp | 72.4%+23.6pp |
| Annual return | 10.61% | 11.72%-1.1pp | 17.74%-7.1pp | 11.84%-1.2pp |
| Employer contribution / active EE | $3,403 | $3,021+12.7% | $2,370+43.6% | $2,302+47.8% |
| Participant deferral / active EE | $4,817 | $4,898-1.7% | $3,550+35.7% | $3,579+34.6% |
| Admin fee / account holder | $35 | $60-42.1% | $5,586-99.4% | $57-39.6% |