Filed December 28, 2011
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 |
|---|---|---|
SECURITIES AMERICA INC3+ years Filed as: SECURITIES AMERICA ADVISORS Service code 27 12325 PORT GRACE BLVD · LAVISTA, NE 68128 | Advisory (Plan) | $32,881 |
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $8,536 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP CONSULTING, LLC. Service code 27 · EIN 20-4649925 | Advisory (Plan) | $7,694 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,416 | $46,173-36.3% | $170,442-82.7% | $69,631-57.8% |
| Participation rate | 38.8% | 63.9%-25.1pp | 83.6%-44.8pp | 70.7%-31.9pp |
| Annual return | 14.67% | 21.62%-6.9pp | 205.93%-191.3pp | 27571.02%-27556.3pp |
| Employer contribution / active EE | $547 | $1,610-66.0% | $5,433-89.9% | $2,032-73.1% |
| Participant deferral / active EE | $1,214 | $2,080-41.6% | $4,939-75.4% | $3,224-62.3% |
| Admin fee / account holder | $284 | $116+144.8% | $13,880-98.0% | $110+157.1% |