Filed June 20, 2013 (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 INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $24,497 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP, INC Service code 15 45 SOUTH 7TH STREET · MINNEAPOLIS, MN 55402 | Recordkeeping | $11,275 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,095 | $63,114+250.3% | $92,893+138.0% | $65,185+239.2% |
| Participation rate | 84.8% | 68.8%+16.0pp | 76.0%+8.8pp | 70.2%+14.6pp |
| Annual return | 22.93% | 28.75%-5.8pp | 109.41%-86.5pp | 29.38%-6.5pp |
| Employer contribution / active EE | $7,869 | $2,571+206.1% | $3,653+115.4% | $2,177+261.5% |
| Participant deferral / active EE | $7,828 | $3,108+151.9% | $4,236+84.8% | $3,514+122.8% |
| Admin fee / account holder | $214 | $624-65.7% | $5,794-96.3% | $847-74.7% |