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.3 years Filed as: NEWPORT GROUP SECURITIES Service code 16 1350 TREAT BLVD · WALNUT CREEK, CA 94597 | Consulting | $52,500 |
AMERICAN FUNDS1 year Filed as: NEWPORT CAPITAL GROUP LLC Service code 16 12 BROAD STREET · RED BANK, NJ 07701 | Consulting | $35,403 |
Service code 10 ONE PARK CIRCLE · WESTFIELD CENTER, OH 44251 | Accounting | $14,600 |
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $7,365 |
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 | $134,999 | $110,699+22.0% | $177,821-24.1% | $90,288+49.5% |
| Participation rate | 98.3% | 88.3%+9.9pp | 87.7%+10.6pp | 73.4%+24.9pp |
| Annual return | 14.10% | 22.79%-8.7pp | 48.32%-34.2pp | 53.97%-39.9pp |
| Employer contribution / active EE | $2,562 | $4,118-37.8% | $5,918-56.7% | $2,524+1.5% |
| Participant deferral / active EE | $7,612 | $6,731+13.1% | $7,714-1.3% | $4,232+79.9% |
| Admin fee / account holder | $36 | $90-59.6% | $12,427-99.7% | $114-68.1% |