Filed December 3, 2005 (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 |
|---|---|---|
SADILEK, KIRK A.2+ years Service code 49 · EIN 47-8969248 | Other Services | $15,283 |
NEWPORT GROUP, INC.2+ years Filed as: NEWPORT GROUP INC Service code 49 · EIN 27-2037969 | Other Services | $10,833 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,193 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $45,976 | $52,467-12.4% | $57,179-19.6% | $55,167-16.7% |
| Participation rate | 94.4% | 75.8%+18.5pp | 75.3%+19.0pp | 69.0%+25.4pp |
| Annual return | 14.15% | 7.72%+6.4pp | 14.59%-0.4pp | 169.23%-155.1pp |
| Employer contribution / active EE | $2,697 | $2,477+8.9% | $2,682+0.5% | $1,963+37.4% |
| Participant deferral / active EE | $4,068 | $2,830+43.8% | $3,096+31.4% | $3,054+33.2% |
| Admin fee / account holder | $11 | $269-95.8% | $3,139-99.6% | $504-97.8% |