Filed July 15, 2005
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 15 · EIN 27-2037969 | Recordkeeping | $13,096 |
RELIANCE TRUST COMPANY4+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $82,289 | $95,542-13.9% | $69,455+18.5% | $67,579+21.8% |
| Participation rate | 65.2% | 79.4%-14.2pp | 74.6%-9.4pp | 71.3%-6.1pp |
| Annual return | 7.62% | 17.67%-10.0pp | 28.97%-21.3pp | 378.56%-370.9pp |
| Employer contribution / active EE | $3,423 | $2,989+14.5% | $2,779+23.2% | $2,148+59.4% |
| Participant deferral / active EE | $4,415 | $3,263+35.3% | $3,535+24.9% | $3,539+24.7% |
| Admin fee / account holder | $39 | $90-56.5% | $3,839-99.0% | $142-72.5% |