Filed November 9, 2005
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $981,927 |
NEWPORT GROUP, INC.6 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $190,000 |
Filed as: TOPPAN MERRILL LLC Service code 38 · EIN 90-0849891 | Participant Communication | $127,672 |
NEWPORT GROUP, INC.8+ years Filed as: NEWPORT GROUP SECURITIES Service code 27 · EIN 59-3099288 | Advisory (Plan) | $95,391 |
FRIDAY ELDREDGE & CLARK8+ years Filed as: FRIDAY ELDREDGE & CLARK, LLP Service code 29 · EIN 71-0253637 | Legal | $89,933 |
BDO USA, LLP3 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $31,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,613 | $48,447+45.8% | $91,220-22.6% | $89,394-21.0% |
| Participation rate | 59.6% | 46.5%+13.1pp | 73.2%-13.6pp | 71.3%-11.7pp |
| Annual return | 17.68% | -13.16%+30.8pp | 114.01%-96.3pp | -11.89%+29.6pp |
| Employer contribution / active EE | $642 | $1,115-42.4% | $2,850-77.5% | $3,022-78.7% |
| Participant deferral / active EE | $1,517 | $2,235-32.1% | $4,234-64.2% | $5,123-70.4% |
| Admin fee / account holder | $44 | $61-28.3% | $5,420-99.2% | $79-45.0% |