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.9+ years Filed as: RTD FINANCIAL ADVISORS Service code 27 · EIN 22-2446145 | Advisory (Plan) | $64,344 |
NEWPORT GROUP, INC.9+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 15 · EIN 62-1868111 | Recordkeeping | $47,508 |
THE MANDMARBLESTONE GROUP LLC9+ years Service code 16 · EIN 20-4780677 | Consulting | $9,118 |
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 | $101,573 | $55,415+83.3% | $155,509-34.7% | $74,495+36.3% |
| Participation rate | 94.3% | 61.9%+32.4pp | 78.2%+16.1pp | 67.2%+27.1pp |
| Annual return | 10.60% | 268.50%-257.9pp | 64.67%-54.1pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $1,965 | $2,267-13.3% | $4,672-58.0% | $2,623-25.1% |
| Participant deferral / active EE | $1,969 | $2,836-30.6% | $5,626-65.0% | $4,346-54.7% |
| Admin fee / account holder | $538 | $1,738-69.1% | $15,912-96.6% | $1,942-72.3% |