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.6 years Service code 13 · EIN 27-2037969 | Contract Administrator | $67,986 |
PNC BANK, N.A.2 years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 26 · EIN 22-1146430 | Advisory (Participants) | $35,971 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $25,881 |
KREISCHER MILLER10+ years Service code 10 100 WITMER RD STE 350 · HORSHAM, PA 190442369 | Accounting | $8,450 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,171 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,176 | $89,588+69.9% | $136,007+11.9% | $77,643+96.0% |
| Participation rate | 90.3% | 74.3%+16.0pp | 76.5%+13.8pp | 70.6%+19.7pp |
| Annual return | 15.04% | 17.42%-2.4pp | 579.32%-564.3pp | 31.24%-16.2pp |
| Employer contribution / active EE | $2,615 | $3,491-25.1% | $4,217-38.0% | $2,726-4.1% |
| Participant deferral / active EE | $5,593 | $5,5910% | $7,025-20.4% | $4,647+20.3% |
| Admin fee / account holder | $275 | $539-49.0% | $6,858-96.0% | $430-36.1% |