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 INC5 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $341,361 |
NEWPORT GROUP, INC.7+ years Filed as: NEWPORT GROUP SECURITIES Service code 16 1350 TREAT BLVD · WALNUT CREEK, CA 94597 | Consulting | $71,949 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,088 | $53,512-12.0% | $189,557-75.2% | $93,030-49.4% |
| Participation rate | 57.1% | 67.3%-10.2pp | 78.4%-21.3pp | 73.9%-16.8pp |
| Annual return | 14.10% | 20.32%-6.2pp | 64.17%-50.1pp | 158.70%-144.6pp |
| Employer contribution / active EE | $1,236 | $1,429-13.5% | $4,412-72.0% | $2,706-54.3% |
| Participant deferral / active EE | $2,504 | $3,748-33.2% | $6,174-59.4% | $4,562-45.1% |
| Admin fee / account holder | $155 | $95+62.7% | $9,807-98.4% | $152+2.0% |