Filed January 6, 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.1 year Filed as: NEWPORT GROUP SECURITIES Service code 16 1350 TREAT BLVD · WALNUT CREEK, CA 94597 | Consulting | $61,019 |
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $24,108 |
BDO USA, LLP1 year Service code 10 PO BOX 642743 · PITTSBURGH, PA 15264 | Accounting | $15,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $94,488 | $82,546+14.5% | $140,016-32.5% | $75,289+25.5% |
| Participation rate | 99.0% | 88.4%+10.6pp | 87.5%+11.5pp | 72.4%+26.5pp |
| Annual return | -5.40% | -0.36%-5.0pp | 651.12%-656.5pp | -0.04%-5.4pp |
| Employer contribution / active EE | $2,326 | $3,856-39.7% | $5,606-58.5% | $2,405-3.3% |
| Participant deferral / active EE | $6,311 | $5,731+10.1% | $6,927-8.9% | $3,739+68.8% |
| Admin fee / account holder | $32 | $86-62.6% | $10,705-99.7% | $102-68.6% |