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 |
|---|---|---|
T ROWE PRICE RPS INC2 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $290,808 |
NEWPORT GROUP, INC.4+ years Filed as: NEWPORT GROUP SECURITIES Service code 16 1350 TREAT BLVD · WALNUT CREEK, CA 94597 | Consulting | $84,228 |
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 | $27,609 | $38,058-27.5% | $169,463-83.7% | $75,289-63.3% |
| Participation rate | 51.6% | 65.1%-13.5pp | 77.8%-26.2pp | 72.4%-20.8pp |
| Annual return | -4.00% | -2.88%-1.1pp | 1.83%-5.8pp | -0.04%-4.0pp |
| Employer contribution / active EE | $781 | $1,478-47.2% | $4,159-81.2% | $2,405-67.5% |
| Participant deferral / active EE | $1,665 | $3,201-48.0% | $5,277-68.4% | $3,739-55.5% |
| Admin fee / account holder | $125 | $85+46.9% | $9,109-98.6% | $102+22.4% |