Filed June 28, 1994
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.1+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 12 · EIN 62-1868111 | Participant loan processing; Claims p... | $198,293 |
THE CENTURION GROUP, LLC1+ years Filed as: CENTURION GROUP, LLC Service code 27 630 W. GERMANTOWN AVENUE, SUITE 385 · PLYMOUTH MEETING, PA 19462 | Advisory (Plan) | $87,038 |
VERISIGHT, INC.1+ years Filed as: VERISIGHT TRUST COMPANY Service code 12 · EIN 27-4411131 | Trustee (directed); Account maintenan... | $37,909 |
RSM US LLP1+ years Filed as: MCGLADREY, LLP Service code 10 · EIN 42-0714325 | Accounting | $25,000 |
WILMINGTON TRUST1+ years Service code 12 · EIN 51-0099033 | Account maintenance fees; Trustee (di... | $19,649 |
GROOM LAW GROUP1+ years Service code 16 · EIN 52-1219029 | Consulting | $13,878 |
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 | $47,216 | $99,628-52.6% | $105,218-55.1% | $59,188-20.2% |
| Participation rate | 85.6% | 80.5%+5.2pp | 77.2%+8.4pp | 69.4%+16.2pp |
| Annual return | 0.75% | 3.21%-2.5pp | 5.33%-4.6pp | 5.51%-4.8pp |
| Employer contribution / active EE | $2,676 | $2,454+9.1% | $3,255-17.8% | $2,098+27.6% |
| Participant deferral / active EE | $3,344 | $4,189-20.2% | $4,867-31.3% | $3,265+2.4% |
| Admin fee / account holder | $86 | $62+38.4% | $6,992-98.8% | $92-6.3% |