Filed July 27, 2018 (most recent of 3 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 year Service code 14 · EIN 27-2037969 | Plan Administrator | $15,515 |
ALPHA PENSION GROUP, INC.5+ years Service code 26 · EIN 26-2219855 | Advisory (Participants) | $5,583 |
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 | $29,305 | $40,522-27.7% | $84,611-65.4% | $67,579-56.6% |
| Participation rate | 17.4% | 51.1%-33.7pp | 68.2%-50.9pp | 71.3%-53.9pp |
| Annual return | 24.66% | 32.72%-8.1pp | 258.74%-234.1pp | 378.56%-353.9pp |
| Employer contribution / active EE | $0 | $1,146-100.0% | $2,652-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $762 | $2,132-64.3% | $3,899-80.5% | $3,539-78.5% |
| Admin fee / account holder | $123 | $145-15.5% | $4,912-97.5% | $142-13.7% |