Filed August 4, 2006 (most recent of 2 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 year Service code 15 · EIN 27-2037969 | Recordkeeping | $70,745 |
PNC BANK, N.A.5+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $63,297 |
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 | $113,371 | $73,404+54.4% | $87,100+30.2% | $67,579+67.8% |
| Participation rate | 86.9% | 80.9%+6.0pp | 76.9%+10.0pp | 71.3%+15.6pp |
| Annual return | 26.63% | 48.29%-21.7pp | 28.19%-1.6pp | 378.56%-351.9pp |
| Employer contribution / active EE | $3,232 | $2,014+60.5% | $2,521+28.2% | $2,148+50.5% |
| Participant deferral / active EE | $5,613 | $3,913+43.4% | $4,049+38.6% | $3,539+58.6% |
| Admin fee / account holder | $179 | $142+26.2% | $7,497-97.6% | $142+25.6% |