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.2 years Service code 14 · EIN 27-2037969 | Plan Administrator | $16,112 |
ALPHA PENSION GROUP, INC.6+ years Service code 26 · EIN 26-2219855 | Advisory (Participants) | $7,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,463 | $39,948-8.7% | $89,391-59.2% | $73,409-50.3% |
| Participation rate | 22.1% | 50.4%-28.4pp | 68.0%-45.9pp | 72.2%-50.1pp |
| Annual return | 19.53% | 50.12%-30.6pp | 245.62%-226.1pp | 59.29%-39.8pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,586-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $900 | $2,193-59.0% | $3,890-76.9% | $3,805-76.4% |
| Admin fee / account holder | $136 | $134+1.3% | $4,881-97.2% | $158-13.9% |