Filed September 5, 1995
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 Filed as: NEWPORT GROUP Service code 15 · EIN 27-2037969 | Recordkeeping | $99,288 |
Filed as: SAGEVIEW ADVISORY GROUP,LLC Service code 27 2010 MAIN STREET, SUITE 1220 · IRVINE, CA 92614 | Advisory (Plan) | $43,603 |
WIPFLI LLP1 year Service code 10 · EIN 39-0758449 | Accounting | $20,500 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $14 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $77,114 | $71,666+7.6% | $117,854-34.6% | $69,631+10.7% |
| Participation rate | 88.0% | 77.5%+10.4pp | 79.7%+8.3pp | 70.7%+17.3pp |
| Annual return | 11.37% | 18.86%-7.5pp | 335.08%-323.7pp | 27571.02%-27559.7pp |
| Employer contribution / active EE | $3,072 | $1,889+62.6% | $3,786-18.9% | $2,032+51.2% |
| Participant deferral / active EE | $5,526 | $3,340+65.5% | $4,482+23.3% | $3,224+71.4% |
| Admin fee / account holder | $213 | $120+77.2% | $8,020-97.3% | $110+93.0% |