Filed December 3, 2014 (most recent of 2 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 |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $107,318 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,083 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$101,718 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $316,695 | $70,667+348.2% | $123,104+157.3% | $52,331+505.2% |
| Participation rate | 89.4% | 83.7%+5.6pp | 86.8%+2.6pp | 68.1%+21.3pp |
| Annual return | 1.42% | 6.23%-4.8pp | 13.22%-11.8pp | 4.54%-3.1pp |
| Employer contribution / active EE | $21,785 | $2,946+639.5% | $5,151+322.9% | $1,882+1057.7% |
| Participant deferral / active EE | $14,269 | $4,493+217.6% | $6,230+129.1% | $3,022+372.2% |
| Admin fee / account holder | $35 | $506-93.1% | $9,015-99.6% | $592-94.1% |