Filed July 13, 2007
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 year Filed as: NEWPORT GROUP, INC Service code 15 · EIN 63-1156117 | Recordkeeping | $43,340 |
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ FINANCIAL SOLUTIONS Service code 27 1765 SKYLINE DRIVE · TUCSON, AZ 85718 | Advisory (Plan) | $20,495 |
INTERSERV, LLC2+ years Filed as: INTERSERV LLC Service code 27 · EIN 51-6000279 | Advisory (Plan) | $0 |
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 | $22,234 | $36,916-39.8% | $156,549-85.8% | $57,658-61.4% |
| Participation rate | 78.7% | 63.4%+15.2pp | 84.0%-5.3pp | 70.2%+8.4pp |
| Annual return | 12.86% | 12.38%+0.5pp | 32.23%-19.4pp | 5.13%+7.7pp |
| Employer contribution / active EE | $860 | $1,571-45.2% | $5,501-84.4% | $1,974-56.4% |
| Participant deferral / active EE | $1,661 | $1,926-13.7% | $4,871-65.9% | $3,061-45.7% |
| Admin fee / account holder | $125 | $82+51.7% | $13,027-99.0% | $95+32.4% |