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.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $61,945 |
PNC BANK, N.A.1 year Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 26 · EIN 22-1146430 | Advisory (Participants) | $28,029 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $21,021 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,869 | $82,978+57.7% | $130,231+0.5% | $74,419+75.9% |
| Participation rate | 91.2% | 73.7%+17.5pp | 76.3%+14.9pp | 70.7%+20.4pp |
| Annual return | 17.31% | 123.05%-105.7pp | 38.77%-21.5pp | 34.38%-17.1pp |
| Employer contribution / active EE | $4,752 | $3,391+40.1% | $4,126+15.2% | $2,637+80.2% |
| Participant deferral / active EE | $5,467 | $5,370+1.8% | $6,799-19.6% | $4,528+20.7% |
| Admin fee / account holder | $191 | $354-46.1% | $6,020-96.8% | $348-45.2% |