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.2 years Filed as: NEWPORT GROUP, INC Service code 15 · EIN 27-2037969 | Recordkeeping | $35,319 |
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ FINANCIAL SOLUTIONS Service code 27 1765 SKYLINE DRIVE · TUCSON, AZ 85718 | Advisory (Plan) | $20,436 |
INTERSERV, LLC3+ years Filed as: INTERSERV LLC Service code 27 · EIN 51-6000279 | Advisory (Plan) | $13,594 |
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 | $23,354 | $46,173-49.4% | $170,442-86.3% | $69,631-66.5% |
| Participation rate | 85.4% | 63.9%+21.5pp | 83.6%+1.8pp | 70.7%+14.7pp |
| Annual return | 13.51% | 21.62%-8.1pp | 205.93%-192.4pp | 27571.02%-27557.5pp |
| Employer contribution / active EE | $691 | $1,610-57.1% | $5,433-87.3% | $2,032-66.0% |
| Participant deferral / active EE | $1,833 | $2,080-11.9% | $4,939-62.9% | $3,224-43.1% |
| Admin fee / account holder | $118 | $116+1.8% | $13,880-99.1% | $110+6.9% |