Filed October 1, 2008 (most recent of 4 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $345,567 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $277,636 |
NEWPORT GROUP, INC.7 years Filed as: NEWPORT TRUST COMPANY Service code 27 · EIN 27-2037969 | Advisory (Plan) | $86,250 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $254,805 | $145,516+75.1% | $184,203+38.3% | $99,062+157.2% |
| Participation rate | 98.8% | 90.3%+8.5pp | 86.8%+12.0pp | 71.6%+27.2pp |
| Annual return | 17.11% | 21.23%-4.1pp | 28.81%-11.7pp | 17.66%-0.6pp |
| Employer contribution / active EE | $12,629 | $5,354+135.9% | $6,427+96.5% | $3,262+287.2% |
| Participant deferral / active EE | $15,846 | $8,423+88.1% | $9,131+73.5% | $5,331+197.2% |
| Admin fee / account holder | $87 | $78+11.6% | $13,901-99.4% | $109-20.4% |