Filed March 7, 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.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $50,360 |
CAMBRIDGE INVESTMENT RESEARCH3+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $6,834 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $70,915 | $58,726+20.8% | $92,233-23.1% | $62,292+13.8% |
| Participation rate | 77.5% | 68.3%+9.2pp | 76.5%+1.0pp | 69.5%+8.0pp |
| Annual return | 15.64% | 43.62%-28.0pp | 176.28%-160.6pp | 28.90%-13.3pp |
| Employer contribution / active EE | $1,267 | $2,392-47.0% | $3,679-65.6% | $2,042-38.0% |
| Participant deferral / active EE | $3,649 | $2,766+31.9% | $3,897-6.3% | $3,169+15.2% |
| Admin fee / account holder | $353 | $556-36.6% | $5,194-93.2% | $479-26.3% |