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.
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.2+ years Filed as: NEWPORT GROUP, INC Service code 12 · EIN 27-2037969 | Recordkeeping fees; Participant loan ... | $34,356 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE Service code 15 PO BOX 2226 · OMAHA, NE 681032226 | Recordkeeping | $10,833 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,281 | $89,274+71.7% | $149,718+2.4% | $77,958+96.6% |
| Participation rate | 96.6% | 87.6%+8.9pp | 87.1%+9.5pp | 71.6%+24.9pp |
| Annual return | 14.93% | 20.36%-5.4pp | 1501.63%-1486.7pp | 20.87%-5.9pp |
| Employer contribution / active EE | $4,856 | $3,727+30.3% | $5,445-10.8% | $2,310+110.2% |
| Participant deferral / active EE | $9,425 | $5,382+75.1% | $6,569+43.5% | $3,537+166.5% |
| Admin fee / account holder | $29 | $240-87.9% | $11,283-99.7% | $97-70.3% |