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 |
|---|---|---|
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $592,062 |
FINANCIAL ENGINES3+ years Service code 26 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Participants) | $273,162 |
NEWPORT GROUP, INC.3+ years Filed as: NEWPORT GROUP SECURITIES INC Service code 16 P O BOX 116223 · ATLANTA, GA 30368 | Consulting | $27,385 |
LATHAM & WATKINS LLP3+ years Filed as: LATHAM AND WATKINS LLP Service code 16 P.O. BOX 894256 · LOS ANGELES, CA 90189 | Consulting | $22,352 |
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 | $97,696 | $100,921-3.2% | $82,313+18.7% | $177,276-44.9% |
| Participation rate | 98.3% | 86.9%+11.4pp | 76.9%+21.4pp | 74.8%+23.5pp |
| Annual return | 17.71% | 20.33%-2.6pp | 25.88%-8.2pp | 21.25%-3.5pp |
| Employer contribution / active EE | $4,516 | $3,145+43.6% | $2,428+86.0% | $2,479+82.2% |
| Participant deferral / active EE | $5,128 | $5,192-1.2% | $3,706+38.4% | $3,881+32.1% |
| Admin fee / account holder | $119 | $64+85.2% | $5,608-97.9% | $154-22.9% |