Filed February 28, 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.1+ years Filed as: MATRIX FINANCIAL SOLUTIONS Service code 18 | Other fees; Custodial (securities); C... | $4,207 |
Service code 12 | Recordkeeping fees; Other fees; Float... | $2,868 |
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 | $24,393 | $46,360-47.4% | $147,614-83.5% | $52,331-53.4% |
| Participation rate | 99.2% | 64.9%+34.3pp | 84.6%+14.6pp | 68.1%+31.1pp |
| Annual return | 0.42% | 1.62%-1.2pp | 61.98%-61.6pp | 4.54%-4.1pp |
| Employer contribution / active EE | $1,427 | $2,126-32.9% | $5,564-74.4% | $1,882-24.2% |
| Participant deferral / active EE | $1,939 | $2,258-14.1% | $4,895-60.4% | $3,022-35.8% |
| Admin fee / account holder | $7 | $766-99.1% | $11,611-99.9% | $592-98.9% |