Filed August 21, 2006
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 |
|---|---|---|
Filed as: MERRILL LYNCH Service code 26 555 CALIFORNIA STREET · SAN FRANCISCO, CA 94104 | Advisory (Participants) | $47,518 |
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $22,013 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $18,679 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $124,871 | $81,474+53.3% | $133,956-6.8% | $73,488+69.9% |
| Participation rate | 96.6% | 76.4%+20.2pp | 79.8%+16.7pp | 70.7%+25.9pp |
| Annual return | 11.38% | 19.40%-8.0pp | 45.09%-33.7pp | 28.51%-17.1pp |
| Employer contribution / active EE | $3,755 | $2,209+69.9% | $3,919-4.2% | $2,270+65.4% |
| Participant deferral / active EE | $10,155 | $3,786+168.2% | $5,048+101.2% | $3,740+171.6% |
| Admin fee / account holder | $268 | $713-62.4% | $8,927-97.0% | $513-47.7% |