Filed July 28, 2003
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 year Service code 15 · EIN 27-2037969 | Recordkeeping | $9,376 |
PNC BANK, N.A.5+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 52 | Indirect Investment Fees | $0 |
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 | $62,275 | $54,237+14.8% | $90,281-31.0% | $67,579-7.8% |
| Participation rate | 96.2% | 68.6%+27.6pp | 73.3%+22.9pp | 71.3%+24.9pp |
| Annual return | 20.49% | 37.27%-16.8pp | 78.10%-57.6pp | 378.56%-358.1pp |
| Employer contribution / active EE | $1,910 | $1,846+3.5% | $2,854-33.1% | $2,148-11.1% |
| Participant deferral / active EE | $3,685 | $2,625+40.4% | $3,885-5.2% | $3,539+4.1% |
| Admin fee / account holder | $26 | $123-78.6% | $5,351-99.5% | $142-81.4% |