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.2 years Filed as: NEWPORT GROUP SECURITIES Service code 16 1350 TREAT BLVD · WALNUT CREEK, CA 94597 | Consulting | $41,738 |
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $17,269 |
Service code 10 3867 WEST MARKET STREET, #256 · AKRON, OH 44333 | Accounting | $14,000 |
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 | $116,947 | $95,776+22.1% | $162,163-27.9% | $77,787+50.3% |
| Participation rate | 99.0% | 88.6%+10.4pp | 87.6%+11.5pp | 73.2%+25.8pp |
| Annual return | 22.38% | 37.03%-14.6pp | 115.59%-93.2pp | 32.57%-10.2pp |
| Employer contribution / active EE | $2,401 | $3,874-38.0% | $5,614-57.2% | $2,504-4.1% |
| Participant deferral / active EE | $6,840 | $6,125+11.7% | $7,298-6.3% | $3,967+72.4% |
| Admin fee / account holder | $25 | $88-72.0% | $10,843-99.8% | $100-75.4% |