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 |
|---|---|---|
NEWPORT GROUP, INC.6 years Service code 15 · EIN 27-2037969 | Recordkeeping | $45,757 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $24,010 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,081 | $89,436+60.0% | $164,813-13.2% | $77,643+84.3% |
| Participation rate | 97.0% | 78.6%+18.4pp | 78.6%+18.4pp | 70.6%+26.5pp |
| Annual return | 11.02% | 28.83%-17.8pp | 69.93%-58.9pp | 31.24%-20.2pp |
| Employer contribution / active EE | $7,002 | $2,569+172.6% | $4,341+61.3% | $2,726+156.9% |
| Participant deferral / active EE | $10,855 | $4,897+121.7% | $6,031+80.0% | $4,647+133.6% |
| Admin fee / account holder | $194 | $339-42.8% | $12,690-98.5% | $430-54.9% |