Filed January 17, 2006
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 | $22,297 |
PNC BANK, N.A.2 years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 · EIN 22-1146430 | Advisory (Plan) | $10,283 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $112,067 | $52,406+113.8% | $129,207-13.3% | $74,495+50.4% |
| Participation rate | 79.1% | 53.8%+25.3pp | 69.6%+9.5pp | 67.2%+11.9pp |
| Annual return | 11.30% | 15.66%-4.4pp | 9417.33%-9406.0pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $1,516 | $1,531-0.9% | $4,153-63.5% | $2,623-42.2% |
| Participant deferral / active EE | $2,354 | $2,794-15.8% | $4,168-43.5% | $4,346-45.8% |
| Admin fee / account holder | $145 | $2,633-94.5% | $7,715-98.1% | $1,942-92.6% |