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 INC8 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $274,476 |
AMERICAN FUNDS1 year Filed as: NEWPORT CAPITAL GROUP LLC Service code 16 12 BROAD STREET · RED BANK, NJ 07701 | Consulting | $29,728 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT CONSULTING GROUP Service code 16 1209 ORANGE STREET · WILMINGTON, DE 19801 | Consulting | $14,864 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,091 | $58,644-38.5% | $177,989-79.7% | $199,593-81.9% |
| Participation rate | 74.8% | 65.5%+9.3pp | 77.1%-2.3pp | 72.0%+2.8pp |
| Annual return | 14.96% | 19.25%-4.3pp | 294.48%-279.5pp | 34.25%-19.3pp |
| Employer contribution / active EE | $1,725 | $1,801-4.2% | $3,949-56.3% | $3,034-43.1% |
| Participant deferral / active EE | $3,010 | $4,248-29.2% | $6,276-52.0% | $5,087-40.8% |
| Admin fee / account holder | $72 | $145-50.6% | $10,363-99.3% | $269-73.3% |