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.4 years Service code 14 · EIN 27-2037969 | Plan Administrator | $27,079 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 26 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | 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 | $27,924 | $34,677-19.5% | $77,024-63.7% | $64,808-56.9% |
| Participation rate | 21.1% | 49.8%-28.7pp | 67.9%-46.8pp | 71.5%-50.3pp |
| Annual return | -17.97% | -5.33%-12.6pp | 42.32%-60.3pp | 32.82%-50.8pp |
| Employer contribution / active EE | $0 | $1,370-100.0% | $2,812-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $943 | $2,556-63.1% | $4,426-78.7% | $4,310-78.1% |
| Admin fee / account holder | $145 | $179-18.8% | $5,425-97.3% | $188-22.8% |