Filed January 6, 2006
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.1 year Service code 37 · EIN 27-2037969 | Loan Processing | $38,385 |
Filed as: MORGAN STANLEY Service code 27 · EIN 63-1156117 | Advisory (Plan) | $33,750 |
BOWMAN & COMPANY LLP1 year Filed as: BOWMAN AND COMPANY LLP Service code 10 601 WHITE HORSE RD. · VOORHEES, NJ 08043 | Accounting | $12,200 |
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 | $229,158 | $91,407+150.7% | $135,903+68.6% | $71,457+220.7% |
| Participation rate | 89.0% | 75.7%+13.3pp | 81.9%+7.1pp | 67.9%+21.1pp |
| Annual return | 22.59% | 29.90%-7.3pp | 68.23%-45.6pp | 28.85%-6.3pp |
| Employer contribution / active EE | $4,971 | $3,703+34.2% | $4,856+2.4% | $2,588+92.1% |
| Participant deferral / active EE | $9,454 | $7,092+33.3% | $7,758+21.9% | $4,289+120.4% |
| Admin fee / account holder | $528 | $1,266-58.3% | $10,762-95.1% | $1,587-66.7% |