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.6+ years Filed as: RTD FINANCIAL ADVISORS Service code 27 · EIN 22-2446145 | Advisory (Plan) | $64,781 |
THE MANDMARBLESTONE GROUP LLC6+ years Service code 16 · EIN 20-4780677 | Consulting | $8,750 |
NEWPORT GROUP, INC.6+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 15 · EIN 62-1868111 | Recordkeeping | $3,175 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $98,903 | $61,156+61.7% | $185,823-46.8% | $79,386+24.6% |
| Participation rate | 99.3% | 66.6%+32.7pp | 81.7%+17.6pp | 70.7%+28.6pp |
| Annual return | 21.45% | 19.45%+2.0pp | 122.05%-100.6pp | 116.85%-95.4pp |
| Employer contribution / active EE | $1,797 | $2,321-22.5% | $5,167-65.2% | $2,427-26.0% |
| Participant deferral / active EE | $2,235 | $2,789-19.8% | $5,568-59.9% | $4,046-44.7% |
| Admin fee / account holder | $514 | $710-27.6% | $16,237-96.8% | $626-18.0% |