Filed November 2, 2004
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 |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 12 · EIN 27-2037969 | Direct payment from the plan; Recordk... | $189,640 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 47-1566880 | Advisory (Plan) | $135,789 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $31,382 |
CHARLES SCHWAB & CO., INC.3+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,175 | $44,989-35.2% | $170,442-82.9% | $77,958-62.6% |
| Participation rate | 91.9% | 64.6%+27.3pp | 83.6%+8.3pp | 71.6%+20.3pp |
| Annual return | 14.57% | 19.61%-5.0pp | 205.93%-191.4pp | 20.87%-6.3pp |
| Employer contribution / active EE | $1,640 | $1,466+11.8% | $5,433-69.8% | $2,310-29.0% |
| Participant deferral / active EE | $1,200 | $2,208-45.6% | $4,939-75.7% | $3,537-66.1% |
| Admin fee / account holder | $49 | $69-28.7% | $13,880-99.6% | $97-49.5% |