Filed July 14, 2006 (most recent of 2 filings on file)
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 Service code 15 · EIN 27-2037969 | Recordkeeping | $28,418 |
PNC BANK, N.A.2 years Service code 28 · EIN 22-1146430 | Investment Management | $8,682 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,218 | $53,901+139.7% | $134,143-3.7% | $73,488+75.8% |
| Participation rate | 95.2% | 62.8%+32.4pp | 72.2%+23.0pp | 70.7%+24.5pp |
| Annual return | 4.66% | 15.82%-11.2pp | 36.33%-31.7pp | 28.51%-23.9pp |
| Employer contribution / active EE | $2,665 | $1,458+82.7% | $3,704-28.1% | $2,270+17.4% |
| Participant deferral / active EE | $6,315 | $2,739+130.6% | $3,499+80.5% | $3,740+68.9% |
| Admin fee / account holder | $206 | $581-64.5% | $6,684-96.9% | $513-59.8% |