Filed November 29, 2005 (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 Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Participant... | $248,014 |
SOLTIS INVESTMENT ADVISORS2+ years Filed as: SOLTIS INVESTMENT ADVISORS, INC. Service code 27 · EIN 87-0506413 | Advisory (Plan) | $55,030 |
RELIANCE TRUST COMPANY2+ years Service code 12 · EIN 58-1428634 | Trustee (bank, trust company, or simi... | $23,849 |
Filed as: FIDELITY INVESTMENTS Service code 19 · EIN 04-3523567 | Securities Custodian | $15,996 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,585 | $80,211-45.7% | $74,183-41.2% | $63,975-31.9% |
| Participation rate | 74.0% | 84.2%-10.2pp | 76.6%-2.6pp | 71.1%+2.9pp |
| Annual return | 14.89% | 14.13%+0.8pp | 17.74%-2.8pp | 48.65%-33.8pp |
| Employer contribution / active EE | $950 | $2,553-62.8% | $2,370-59.9% | $2,182-56.4% |
| Participant deferral / active EE | $2,741 | $4,370-37.3% | $3,550-22.8% | $3,356-18.3% |
| Admin fee / account holder | $71 | $67+6.1% | $5,586-98.7% | $70+1.3% |