Filed August 28, 2009
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.9 years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Direct payment fr... | $48,824 |
AMERICAN FUNDS10+ years Filed as: ADVANCED CAPITAL GROUP Service code 27 50 SOUTH SIXTH STREET · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $35,928 |
NEWPORT GROUP, INC.7 years Filed as: NEWPORT TRUST COMPANY Service code 24 · EIN 27-4411131 | Discretionary Trustee | $33,748 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,448 | $82,972+27.1% | $103,374+2.0% | $77,671+35.8% |
| Participation rate | 98.5% | 71.5%+27.0pp | 74.5%+24.0pp | 70.6%+28.0pp |
| Annual return | 11.64% | 19.14%-7.5pp | 24.89%-13.2pp | 31.21%-19.6pp |
| Employer contribution / active EE | $5,686 | $3,554+60.0% | $3,869+47.0% | $2,726+108.6% |
| Participant deferral / active EE | $9,758 | $4,108+137.5% | $5,058+92.9% | $4,648+109.9% |
| Admin fee / account holder | $246 | $639-61.4% | $8,394-97.1% | $430-42.8% |