Filed December 28, 2005 (most recent of 3 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 |
|---|---|---|
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT GROUP SECURITIES INC Service code 16 PO BOX 116223 · ATLANTA, GA 30368 | Consulting | $61,606 |
AMERICAN FUNDS1+ years Filed as: NEWPORT CAPITAL GROUP Service code 16 13 BROAD STREET · RED BANK, NJ 07702 | Consulting | $59,252 |
BAKER TILLY US, LLP1+ years Filed as: BAKER TILLY KRAUSE LLP Service code 10 PO BOX 7398 · MADISON, WI 53707 | Accounting | $30,000 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $15,312 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,837 | $128,472-27.7% | $81,367+14.1% | $59,188+56.8% |
| Participation rate | 96.4% | 92.5%+3.9pp | 82.3%+14.1pp | 69.4%+27.0pp |
| Annual return | 4.11% | 1.24%+2.9pp | -0.92%+5.0pp | 5.51%-1.4pp |
| Employer contribution / active EE | $2,923 | $3,689-20.8% | $3,930-25.6% | $2,098+39.3% |
| Participant deferral / active EE | $4,578 | $6,963-34.3% | $5,383-15.0% | $3,265+40.2% |
| Admin fee / account holder | $89 | $71+25.4% | $8,926-99.0% | $92-3.0% |