Filed July 20, 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 |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $16,675 |
PNC BANK, N.A.1 year Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 · EIN 22-1146430 | Advisory (Plan) | $5,928 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,911 | $71,883-11.1% | $86,677-26.3% | $68,494-6.7% |
| Participation rate | 95.3% | 72.2%+23.1pp | 76.6%+18.7pp | 67.9%+27.4pp |
| Annual return | -17.24% | 3.52%-20.8pp | 35.91%-53.1pp | -7.84%-9.4pp |
| Employer contribution / active EE | $3,659 | $2,173+68.4% | $2,836+29.0% | $2,596+40.9% |
| Participant deferral / active EE | $4,853 | $3,779+28.4% | $4,656+4.2% | $4,027+20.5% |
| Admin fee / account holder | $239 | $6,112-96.1% | $7,493-96.8% | $5,403-95.6% |