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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $184,079 |
Service code 37 · EIN 04-2647786 | Loan Processing | $105,997 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 16 · EIN 27-4411131 | Consulting | $86,250 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,756 | $95,776+109.6% | $162,163+23.8% | $77,787+158.1% |
| Participation rate | 98.6% | 88.6%+9.9pp | 87.6%+11.0pp | 73.2%+25.3pp |
| Annual return | 28.39% | 37.03%-8.6pp | 115.59%-87.2pp | 32.57%-4.2pp |
| Employer contribution / active EE | $7,996 | $3,874+106.4% | $5,614+42.4% | $2,504+219.3% |
| Participant deferral / active EE | $12,030 | $6,125+96.4% | $7,298+64.8% | $3,967+203.2% |
| Admin fee / account holder | $63 | $88-28.0% | $10,843-99.4% | $100-36.9% |