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 INC3 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $344,629 |
NEWPORT GROUP, INC.5+ years Filed as: NEWPORT GROUP SECURITIES Service code 16 1350 TREAT BLVD · WALNUT CREEK, CA 94597 | Consulting | $51,584 |
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 | $35,437 | $82,204-56.9% | $182,532-80.6% | $82,204-56.9% |
| Participation rate | 46.7% | 73.4%-26.7pp | 78.0%-31.3pp | 73.4%-26.7pp |
| Annual return | 24.00% | 26.31%-2.3pp | 148.54%-124.5pp | 26.31%-2.3pp |
| Employer contribution / active EE | $849 | $2,707-68.7% | $4,076-79.2% | $2,707-68.7% |
| Participant deferral / active EE | $1,602 | $4,246-62.3% | $5,524-71.0% | $4,246-62.3% |
| Admin fee / account holder | $130 | $76+71.6% | $8,592-98.5% | $76+71.6% |