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.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $114,965 |
PNC BANK, N.A.1 year Filed as: PNC ASSET MANAGEMENT Service code 27 · EIN 22-1146430 | Advisory (Plan) | $14,468 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $10,919 |
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 | $112,440 | $74,188+51.6% | $115,756-2.9% | $64,808+73.5% |
| Participation rate | 72.1% | 76.2%-4.2pp | 77.1%-5.0pp | 71.5%+0.6pp |
| Annual return | -14.33% | -11.81%-2.5pp | 143.14%-157.5pp | 32.82%-47.1pp |
| Employer contribution / active EE | $2,612 | $3,365-22.4% | $3,793-31.1% | $2,506+4.2% |
| Participant deferral / active EE | $5,007 | $5,294-5.4% | $6,254-19.9% | $4,310+16.2% |
| Admin fee / account holder | $232 | $148+56.4% | $8,124-97.1% | $188+23.5% |