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.3 years Service code 37 · EIN 27-2037969 | Loan Processing | $6,579 |
PNC BANK, N.A.2 years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 27 1600 MARKET ST · PHILADELPHIA, PA 19103 | Advisory (Plan) | $4,818 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,566 | $80,968-5.4% | $96,544-20.7% | $75,163+1.9% |
| Participation rate | 95.2% | 71.8%+23.4pp | 76.0%+19.2pp | 67.2%+28.0pp |
| Annual return | 18.33% | 27.06%-8.7pp | 25.84%-7.5pp | 160.62%-142.3pp |
| Employer contribution / active EE | $3,501 | $2,282+53.4% | $2,965+18.1% | $2,670+31.1% |
| Participant deferral / active EE | $5,347 | $3,928+36.1% | $4,851+10.2% | $4,125+29.6% |
| Admin fee / account holder | $226 | $6,724-96.6% | $8,252-97.3% | $5,651-96.0% |