Filed April 14, 1995
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 9-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 |
|---|---|---|
NEWPORT GROUP, INC.6 years Service code 15 · EIN 27-2037969 | Recordkeeping | $23,013 |
WILMINGTON TRUST1 year Service code 27 1100 N. MARKET ST · WILMINTON, DE 19890 | Advisory (Plan) | $22,953 |
TRG ADVISORS, INC.1 year Filed as: TRG INVESTMENT ADVISOR, LLC Service code 27 8470 ENTERPRISE CIRCLE · LAKEWOOD RANCH, FL 34202 | Advisory (Plan) | $22,734 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,603 | $78,485+38.4% | $106,213+2.3% | $74,495+45.8% |
| Participation rate | 73.5% | 72.8%+0.6pp | 75.3%-1.8pp | 67.2%+6.3pp |
| Annual return | 12.84% | 15.95%-3.1pp | 116.14%-103.3pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $3,171-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,453 | $4,322+3.0% | $5,016-11.2% | $4,346+2.5% |
| Admin fee / account holder | $438 | $2,232-80.4% | $11,033-96.0% | $1,942-77.5% |