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.6 years Service code 15 · EIN 27-2037969 | Recordkeeping | $82,374 |
PNC BANK, N.A.3 years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 · EIN 22-1146430 | Advisory (Plan) | $27,576 |
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 | $17,403 | $89,588-80.6% | $136,007-87.2% | $77,643-77.6% |
| Participation rate | 93.2% | 74.3%+18.9pp | 76.5%+16.7pp | 70.6%+22.6pp |
| Annual return | 12.43% | 17.42%-5.0pp | 579.32%-566.9pp | 31.24%-18.8pp |
| Employer contribution / active EE | $982 | $3,491-71.9% | $4,217-76.7% | $2,726-64.0% |
| Participant deferral / active EE | $1,696 | $5,591-69.7% | $7,025-75.9% | $4,647-63.5% |
| Admin fee / account holder | $120 | $539-77.8% | $6,858-98.3% | $430-72.2% |