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) | $42,214 |
NEWPORT GROUP, INC.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $20,683 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $18,931 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,583 | $107,846+10.9% | $119,6090% | - |
| Participation rate | 95.6% | 78.0%+17.6pp | 79.3%+16.3pp | - |
| Annual return | -15.96% | -15.20%-0.8pp | -14.97%-1.0pp | - |
| Employer contribution / active EE | $3,349 | $2,838+18.0% | $4,232-20.9% | - |
| Participant deferral / active EE | $9,633 | $4,531+112.6% | $5,602+72.0% | - |
| Admin fee / account holder | $261 | $73,538-99.6% | $10,323-97.5% | - |