Filed October 22, 2004
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 | $33,788 |
PNC BANK, N.A.1 year Service code 25 · EIN 22-1146430 | Directed Trustee | $28,712 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,196 | $62,928-79.0% | $172,739-92.4% | $67,579-80.5% |
| Participation rate | 66.1% | 64.5%+1.6pp | 82.6%-16.5pp | 71.3%-5.2pp |
| Annual return | 21.95% | 30.36%-8.4pp | 802.84%-780.9pp | 378.56%-356.6pp |
| Employer contribution / active EE | $778 | $1,636-52.4% | $5,143-84.9% | $2,148-63.8% |
| Participant deferral / active EE | $1,233 | $2,145-42.5% | $5,198-76.3% | $3,539-65.2% |
| Admin fee / account holder | $74 | $167-55.9% | $13,954-99.5% | $142-48.3% |