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.2 years Service code 12 · EIN 27-2037969 | Participant loan processing; Direct p... | $54,964 |
AMERICAN FUNDS3+ years Filed as: ADVANCED CAPITAL GROUP Service code 27 50 SOUTH SIXTH STREET · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $38,922 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $107,673 | $60,545+77.8% | $92,233+16.7% | $69,631+54.6% |
| Participation rate | 84.4% | 72.2%+12.2pp | 76.5%+7.9pp | 70.7%+13.7pp |
| Annual return | 30.11% | 19.71%+10.4pp | 176.28%-146.2pp | 27571.02%-27540.9pp |
| Employer contribution / active EE | $2,041 | $2,633-22.5% | $3,679-44.5% | $2,032+0.4% |
| Participant deferral / active EE | $4,418 | $2,828+56.3% | $3,897+13.4% | $3,224+37.1% |
| Admin fee / account holder | $314 | $145+117.0% | $5,194-94.0% | $110+184.5% |