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.8+ years Filed as: RTD FINANCIAL ADVISORS Service code 27 · EIN 22-2446145 | Advisory (Plan) | $58,925 |
NEWPORT GROUP, INC.8+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 15 · EIN 62-1868111 | Recordkeeping | $57,252 |
THE MANDMARBLESTONE GROUP LLC8+ years Service code 16 · EIN 20-4780677 | Consulting | $8,420 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,325 | $61,272+42.5% | $149,673-41.7% | $71,457+22.2% |
| Participation rate | 97.4% | 62.5%+34.9pp | 78.8%+18.7pp | 67.9%+29.5pp |
| Annual return | 5.49% | 35.85%-30.4pp | 134.42%-128.9pp | 28.85%-23.4pp |
| Employer contribution / active EE | $1,964 | $2,378-17.4% | $4,818-59.2% | $2,588-24.1% |
| Participant deferral / active EE | $2,013 | $2,917-31.0% | $5,680-64.6% | $4,289-53.1% |
| Admin fee / account holder | $502 | $1,261-60.2% | $13,210-96.2% | $1,587-68.3% |