Filed February 7, 2008
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 | $99,759 |
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $80,372 |
PNC BANK, N.A.5+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $78,188 |
PNC BANK, N.A.5+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
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 | $42,059 | $73,125-42.5% | $125,175-66.4% | $77,787-45.9% |
| Participation rate | 87.0% | 79.4%+7.6pp | 79.8%+7.2pp | 73.2%+13.8pp |
| Annual return | 22.29% | 24.71%-2.4pp | 43.79%-21.5pp | 32.57%-10.3pp |
| Employer contribution / active EE | $0 | $2,413-100.0% | $3,865-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $2,929 | $3,966-26.2% | $4,937-40.7% | $3,967-26.2% |
| Admin fee / account holder | $56 | $89-37.8% | $9,702-99.4% | $100-44.4% |