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 INC4 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $363,494 |
NEWPORT GROUP, INC.6+ years Filed as: NEWPORT GROUP SECURITIES Service code 16 1350 TREAT BLVD · WALNUT CREEK, CA 94597 | Consulting | $88,010 |
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 | $40,807 | $48,592-16.0% | $185,823-78.0% | $90,288-54.8% |
| Participation rate | 55.1% | 66.2%-11.1pp | 78.0%-22.9pp | 73.4%-18.3pp |
| Annual return | 14.86% | 68.51%-53.7pp | 35.95%-21.1pp | 53.97%-39.1pp |
| Employer contribution / active EE | $1,132 | $1,389-18.5% | $4,087-72.3% | $2,524-55.2% |
| Participant deferral / active EE | $2,045 | $3,463-40.9% | $5,632-63.7% | $4,232-51.7% |
| Admin fee / account holder | $168 | $77+116.5% | $9,500-98.2% | $114+47.1% |