Filed July 12, 2006 (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 13 · EIN 27-2037969 | Contract Administrator | $285,030 |
PNC BANK, N.A.1 year Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 26 · EIN 22-1146430 | Advisory (Participants) | $15,843 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,867 | $39,973-82.8% | $79,550-91.4% | $77,904-91.2% |
| Participation rate | 90.8% | 64.6%+26.3pp | 69.5%+21.4pp | 73.7%+17.2pp |
| Annual return | -13.23% | 3.42%-16.7pp | 0.16%-13.4pp | 12.21%-25.4pp |
| Employer contribution / active EE | $0 | $1,088-100.0% | $2,413-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $737 | $2,774-73.4% | $3,985-81.5% | $4,806-84.7% |
| Admin fee / account holder | $68 | $113-39.7% | $6,832-99.0% | $133-48.6% |