Filed July 23, 2014 (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 3-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.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $37,039 |
PNC BANK, N.A.2 years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 26 1600 MARKET STREET · PHILADELPHIA, PA 19103 | Advisory (Participants) | $15,628 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,651 | $69,763-1.6% | $67,502+1.7% | $74,495-7.8% |
| Participation rate | 98.4% | 71.4%+27.1pp | 72.9%+25.6pp | 67.2%+31.2pp |
| Annual return | 19.34% | -40.34%+59.7pp | 3512.12%-3492.8pp | 1364.94%-1345.6pp |
| Employer contribution / active EE | $4,129 | $2,704+52.7% | $2,731+51.2% | $2,623+57.4% |
| Participant deferral / active EE | $9,491 | $3,636+161.0% | $4,000+137.3% | $4,346+118.4% |
| Admin fee / account holder | $258 | $896-71.2% | $3,998-93.5% | $1,942-86.7% |