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 INC7 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $358,932 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 16 DEPT LA24682 · PASADENA, CA 91185 | Consulting | $86,250 |
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 | $36,674 | $50,574-27.5% | $169,368-78.3% | $80,160-54.2% |
| Participation rate | 60.6% | 67.8%-7.2pp | 77.1%-16.5pp | 72.9%-12.3pp |
| Annual return | 19.38% | 22.92%-3.5pp | 405.60%-386.2pp | 40.38%-21.0pp |
| Employer contribution / active EE | $1,352 | $1,693-20.1% | $4,013-66.3% | $2,978-54.6% |
| Participant deferral / active EE | $2,642 | $4,164-36.5% | $6,221-57.5% | $5,017-47.3% |
| Admin fee / account holder | $116 | $107+8.9% | $9,003-98.7% | $145-19.8% |