Filed August 4, 2009 (most recent of 2 filings on file)
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 | Recordkeeping fees; Participant loan ... | $226,272 |
VERISIGHT, INC.1+ years Filed as: VERISIGHT TRUST COMPANY Service code 12 · EIN 27-4411131 | Trustee (bank, trust company, or simi... | $16,274 |
WILIMINGTON TRUST1+ years Service code 12 | Trustee (bank, trust company, or simi... | $10,405 |
WILMINGTON TRUST1+ years Service code 12 · EIN 51-0099033 | Account maintenance fees; Claims proc... | $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 | $30,408 | $75,760-59.9% | $123,104-75.3% | $59,188-48.6% |
| Participation rate | 98.0% | 86.0%+12.0pp | 86.8%+11.2pp | 69.4%+28.6pp |
| Annual return | 1.42% | 2.93%-1.5pp | 13.22%-11.8pp | 5.51%-4.1pp |
| Employer contribution / active EE | $2,141 | $3,415-37.3% | $5,151-58.4% | $2,098+2.1% |
| Participant deferral / active EE | $2,941 | $5,000-41.2% | $6,230-52.8% | $3,265-9.9% |
| Admin fee / account holder | $127 | $61+109.1% | $9,015-98.6% | $92+37.8% |