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 INC6 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $303,065 |
NEWPORT GROUP, INC.8+ years Filed as: NEWPORT GROUP SECURITIES Service code 16 1350 TREAT BLVD · WALNUT CREEK, CA 94597 | Consulting | $73,864 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,629 | $42,504-6.8% | $159,960-75.2% | $77,904-49.1% |
| Participation rate | 50.3% | 66.9%-16.6pp | 78.0%-27.7pp | 73.7%-23.4pp |
| Annual return | -16.24% | -12.43%-3.8pp | 408.60%-424.8pp | 12.21%-28.4pp |
| Employer contribution / active EE | $1,279 | $1,684-24.0% | $4,226-69.7% | $2,848-55.1% |
| Participant deferral / active EE | $2,413 | $3,919-38.4% | $6,182-61.0% | $4,806-49.8% |
| Admin fee / account holder | $132 | $98+35.5% | $8,698-98.5% | $133-0.2% |