Filed July 25, 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 |
|---|---|---|
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 12 · EIN 62-1868111 | Claims processing; Sub-transfer agenc... | $94,972 |
VERISIGHT, INC.1+ years Filed as: VERISIGHT TRUST COMPANY Service code 12 · EIN 27-4411131 | Account maintenance fees; Custodial (... | $19,007 |
WILLMINGTON TRUST1+ years Service code 12 · EIN 51-0099033 | Trustee (bank, trust company, or simi... | $7,762 |
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 | $108,481 | $68,413+58.6% | $123,104-11.9% | $55,191+96.6% |
| Participation rate | 96.7% | 84.5%+12.1pp | 86.8%+9.9pp | 69.2%+27.5pp |
| Annual return | 1.49% | 6.30%-4.8pp | 13.22%-11.7pp | 10.78%-9.3pp |
| Employer contribution / active EE | $2,575 | $3,050-15.6% | $5,151-50.0% | $1,899+35.6% |
| Participant deferral / active EE | $4,724 | $4,490+5.2% | $6,230-24.2% | $3,046+55.1% |
| Admin fee / account holder | $96 | $88+9.3% | $9,015-98.9% | $91+5.8% |