Filed November 19, 2005
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 15 · EIN 27-2037969 | Recordkeeping | $16,137 |
PNC BANK, N.A.2 years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 · EIN 22-1146430 | Advisory (Plan) | $8,567 |
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 | $51,337 | $58,234-11.8% | $81,783-37.2% | $80,874-36.5% |
| Participation rate | 94.4% | 63.4%+31.0pp | 72.4%+22.1pp | 67.6%+26.8pp |
| Annual return | 13.24% | 41.70%-28.5pp | 775.05%-761.8pp | 35.62%-22.4pp |
| Employer contribution / active EE | $1,469 | $2,341-37.2% | $2,913-49.6% | $2,756-46.7% |
| Participant deferral / active EE | $4,163 | $3,283+26.8% | $4,320-3.6% | $4,297-3.1% |
| Admin fee / account holder | $208 | $4,982-95.8% | $7,380-97.2% | $6,935-97.0% |