Filed June 18, 2007
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 |
|---|---|---|
NATIONAL ASSOCIATES, INC.3+ years Service code 16 20325 CENTER RIDGE ROAD · CLEVELAND, OH 44116 | Consulting | $45,563 |
NEWPORT GROUP, INC.1 year Service code 15 2001 N MAIN ST · WALNUT CREEK, CA 94696 | Recordkeeping | $28,559 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $7,601 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 19 45 SOUTH 7TH STREET · MINNEAPOLIS, MN 55402 | Securities Custodian | $6,225 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,824 | $123,286-84.7% | $75,670-75.1% | $77,958-75.9% |
| Participation rate | 90.7% | 78.8%+12.0pp | 72.3%+18.4pp | 71.6%+19.1pp |
| Annual return | 15.92% | 20.45%-4.5pp | 27.34%-11.4pp | 20.87%-4.9pp |
| Employer contribution / active EE | $0 | $2,035-100.0% | $2,352-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $2,363 | $3,095-23.7% | $3,142-24.8% | $3,537-33.2% |
| Admin fee / account holder | $47 | $144-67.6% | $5,800-99.2% | $97-52.0% |