Filed July 9, 1993
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 |
|---|---|---|
THE CONESTOGA GROUP2 years Service code 26 · EIN 23-2472585 SWEDESFORD CORPORATE CENTER · FRAZER, PA 19355 | Advisory (Participants) | $14,519 |
Service code 99 · EIN 23-2250214 215 W. CHURCH ROAD · KING OF PURSSIA, PA 19406 | Other Fees | $10,224 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 15 · EIN 27-2037969 45 SOUTH 7TH STREET · MINNEAPOLIS, MN 554021614 | Recordkeeping | $6,112 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,352 | $105,181+4.9% | $159,436-30.8% | $85,850+28.5% |
| Participation rate | 98.9% | 75.8%+23.1pp | 82.8%+16.1pp | 69.3%+29.6pp |
| Annual return | 12.61% | 45.07%-32.5pp | 263.57%-251.0pp | 318.53%-305.9pp |
| Employer contribution / active EE | $2,546 | $3,318-23.3% | $4,829-47.3% | $2,565-0.8% |
| Participant deferral / active EE | $7,108 | $5,945+19.6% | $7,352-3.3% | $3,952+79.9% |
| Admin fee / account holder | $255 | $6,933-96.3% | $10,799-97.6% | $6,260-95.9% |