Filed October 18, 2004
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.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 307 UNIVERSITY BLVD. NORTH · MOBILE, AL 36688 | Recordkeeping | $32,472 |
MAULDIN & JENKINS1 year Service code 10 2303 DAWSON RD. · ALBANY, GA 31708 | Accounting | $19,745 |
WRIGHT RETIREMENT SERVICES, LLC2+ years Service code 15 · EIN 58-2464392 P.O. BOX 5385 · VALDOSTA, GA 316035385 | Recordkeeping | $18,568 |
PHELPS DUNBAR LLP1 year Filed as: PHELPS DUNBAR Service code 29 P.O. BOX 974798 · DALLAS, TX 75397 | Legal | $13,111 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $0 | $153,772-100.0% | $133,980-100.0% | $273,961-100.0% |
| Participation rate | 0.0% | 88.4%-88.4pp | 87.1%-87.1pp | 83.0%-83.0pp |
| Annual return | 0.43% | 36.51%-36.1pp | 29.30%-28.9pp | 41.45%-41.0pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |