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.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $219,792 |
PNC BANK, N.A.2 years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 26 · EIN 22-1146430 | Advisory (Participants) | $30,057 |
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 | $6,895 | $44,626-84.5% | $86,188-92.0% | $80,160-91.4% |
| Participation rate | 91.1% | 63.5%+27.6pp | 69.0%+22.1pp | 72.9%+18.1pp |
| Annual return | 15.52% | 19.61%-4.1pp | 1168.45%-1152.9pp | 40.38%-24.9pp |
| Employer contribution / active EE | $0 | $1,099-100.0% | $2,380-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $801 | $2,769-71.1% | $3,985-79.9% | $5,017-84.0% |
| Admin fee / account holder | $51 | $133-61.6% | $6,852-99.3% | $145-64.7% |