Filed February 13, 2008
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 INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $201,753 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT GROUP SECURITIES INC Service code 16 PO BOX 116223 · ATLANTA, GA 30368 | Consulting | $63,167 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,250 | $54,392+100.9% | $84,750+28.9% | $63,975+70.8% |
| Participation rate | 91.0% | 76.9%+14.2pp | 76.6%+14.5pp | 71.1%+19.9pp |
| Annual return | 15.86% | 611.38%-595.5pp | 22.78%-6.9pp | 48.65%-32.8pp |
| Employer contribution / active EE | $4,518 | $2,943+53.5% | $3,574+26.4% | $2,182+107.1% |
| Participant deferral / active EE | $6,717 | $2,593+159.1% | $3,712+81.0% | $3,356+100.1% |
| Admin fee / account holder | $72 | $136-47.2% | $5,332-98.7% | $70+1.8% |