Filed April 22, 2014
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 |
|---|---|---|
HIGHTOWER ADVISORS LLC1 year Filed as: HIGHTOWER BETHESDA Service code 27 7200 WISCONSIN AVE · BETHESDA, MD 20814 | Advisory (Plan) | $50,627 |
NEWPORT GROUP, INC.9 years Service code 14 · EIN 27-2037969 | Plan Administrator | $12,621 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,636 | $64,768+39.9% | $76,190+19.0% | $77,643+16.7% |
| Participation rate | 97.6% | 72.6%+24.9pp | 79.3%+18.3pp | 70.6%+27.0pp |
| Annual return | 16.97% | 13.90%+3.1pp | 13.78%+3.2pp | 31.24%-14.3pp |
| Employer contribution / active EE | $2,574 | $2,747-6.3% | $4,578-43.8% | $2,726-5.6% |
| Participant deferral / active EE | $10,911 | $3,709+194.2% | $5,474+99.3% | $4,647+134.8% |
| Admin fee / account holder | $106 | $1,025-89.7% | $5,123-97.9% | $430-75.4% |