Filed August 16, 2011 (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 |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $209,248 |
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $130,097 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP SECURITIES INC. Service code 16 PO BOX 116223 · ATLANTA, GA 30368 | Consulting | $54,484 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,653 | $43,233-40.7% | $185,117-86.1% | $77,958-67.1% |
| Participation rate | 55.3% | 64.2%-9.0pp | 77.3%-22.0pp | 71.6%-16.4pp |
| Annual return | 30.53% | 20.43%+10.1pp | 40.50%-10.0pp | 20.87%+9.7pp |
| Employer contribution / active EE | $1,618 | $1,312+23.3% | $4,182-61.3% | $2,310-30.0% |
| Participant deferral / active EE | $1,434 | $2,912-50.8% | $5,045-71.6% | $3,537-59.4% |
| Admin fee / account holder | $122 | $95+27.9% | $8,159-98.5% | $97+25.0% |