Filed October 18, 2004
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 |
|---|---|---|
RTD FINANCIAL ADVISORS, INC.4+ years Filed as: RTD FINANCIAL ADVISORS Service code 27 · EIN 22-2446145 | Advisory (Plan) | $39,936 |
NEWPORT GROUP, INC.4+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 15 · EIN 62-1868111 | Recordkeeping | $29,814 |
KREISCHER MILLER4+ years Filed as: KREISHER MILLER Service code 10 · EIN 23-1980475 | Accounting | $14,342 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $64,747 | $52,953+22.3% | $172,739-62.5% | $65,185-0.7% |
| Participation rate | 92.5% | 66.2%+26.3pp | 82.6%+9.8pp | 70.2%+22.3pp |
| Annual return | 3.70% | 30.12%-26.4pp | 802.84%-799.1pp | 29.38%-25.7pp |
| Employer contribution / active EE | $2,967 | $2,190+35.5% | $5,143-42.3% | $2,177+36.3% |
| Participant deferral / active EE | $2,284 | $2,471-7.6% | $5,198-56.1% | $3,514-35.0% |
| Admin fee / account holder | $391 | $472-17.2% | $13,954-97.2% | $847-53.8% |