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 |
|---|---|---|
PNC BANK, N.A.1 year Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 300 FIFTH AVE · PITTSBURGH, PA 15222 | Advisory (Plan) | $24,429 |
NEWPORT GROUP, INC.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $11,243 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (bank, trust company, or simi... | $7,329 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,630 | $48,335+199.2% | $121,098+19.4% | $71,457+102.4% |
| Participation rate | 90.6% | 54.3%+36.4pp | 69.5%+21.1pp | 67.9%+22.7pp |
| Annual return | 10.56% | 23.32%-12.8pp | 985.75%-975.2pp | 28.85%-18.3pp |
| Employer contribution / active EE | $2,659 | $1,489+78.6% | $4,164-36.1% | $2,588+2.8% |
| Participant deferral / active EE | $7,304 | $2,754+165.2% | $4,080+79.0% | $4,289+70.3% |
| Admin fee / account holder | $231 | $1,841-87.4% | $5,644-95.9% | $1,587-85.4% |