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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $168,466 |
Service code 37 · EIN 04-2647786 | Loan Processing | $119,671 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 16 1350 TREAT BOULEVARD · WALNUT CREEK, CA 94597 | Consulting | $86,250 |
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 | $227,316 | $110,699+105.3% | $177,821+27.8% | $90,288+151.8% |
| Participation rate | 99.0% | 88.3%+10.6pp | 87.7%+11.3pp | 73.4%+25.6pp |
| Annual return | 17.02% | 22.79%-5.8pp | 48.32%-31.3pp | 53.97%-36.9pp |
| Employer contribution / active EE | $7,797 | $4,118+89.3% | $5,918+31.7% | $2,524+208.9% |
| Participant deferral / active EE | $12,302 | $6,731+82.8% | $7,714+59.5% | $4,232+190.7% |
| Admin fee / account holder | $61 | $90-32.5% | $12,427-99.5% | $114-46.7% |