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.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $261,363 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT TRUST COMPANY Service code 16 · EIN 27-4411131 | Consulting | $172,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $123,216 |
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 | $236,229 | $118,337+99.6% | $189,513+24.7% | $93,030+153.9% |
| Participation rate | 97.1% | 89.1%+8.0pp | 87.8%+9.3pp | 73.9%+23.2pp |
| Annual return | 21.32% | 21.77%-0.5pp | 555.15%-533.8pp | 158.70%-137.4pp |
| Employer contribution / active EE | $7,869 | $4,204+87.2% | $6,162+27.7% | $2,706+190.8% |
| Participant deferral / active EE | $12,259 | $7,123+72.1% | $8,221+49.1% | $4,562+168.7% |
| Admin fee / account holder | $79 | $100-21.0% | $12,045-99.3% | $152-48.1% |