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.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $79,878 |
PNC BANK, N.A.1 year Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 · EIN 22-1146430 | Advisory (Plan) | $6,890 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,471 | $74,188-77.8% | $115,756-85.8% | $64,808-74.6% |
| Participation rate | 96.1% | 76.2%+19.9pp | 77.1%+19.0pp | 71.5%+24.7pp |
| Annual return | -16.86% | -11.81%-5.1pp | 143.14%-160.0pp | 32.82%-49.7pp |
| Employer contribution / active EE | $936 | $3,365-72.2% | $3,793-75.3% | $2,506-62.7% |
| Participant deferral / active EE | $1,672 | $5,294-68.4% | $6,254-73.3% | $4,310-61.2% |
| Admin fee / account holder | $120 | $148-18.8% | $8,124-98.5% | $188-35.9% |