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 INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $189,130 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP SECURITIES INC. Service code 16 300 INTERNATIONAL PARKWAY · HEATHROW, FL 32746 | Consulting | $16,048 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,873 | $221,442-44.5% | $92,233+33.2% | $77,958+57.6% |
| Participation rate | 94.8% | 79.6%+15.2pp | 76.5%+18.3pp | 71.6%+23.1pp |
| Annual return | 23.96% | 15.65%+8.3pp | 176.28%-152.3pp | 20.87%+3.1pp |
| Employer contribution / active EE | $5,084 | $3,226+57.6% | $3,679+38.2% | $2,310+120.0% |
| Participant deferral / active EE | $7,613 | $2,779+173.9% | $3,897+95.4% | $3,537+115.3% |
| Admin fee / account holder | $53 | $210-74.8% | $5,194-99.0% | $97-45.6% |