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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $357,930 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $307,290 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT TRUST COMPANY Service code 27 · EIN 27-4411131 | Advisory (Plan) | $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 | $180,618 | $119,153+51.6% | $151,611+19.1% | $78,044+131.4% |
| Participation rate | 98.8% | 92.5%+6.4pp | 87.5%+11.3pp | 74.4%+24.4pp |
| Annual return | -17.07% | -10.83%-6.2pp | 3.33%-20.4pp | 10.87%-27.9pp |
| Employer contribution / active EE | $9,867 | $5,298+86.2% | $6,166+60.0% | $3,125+215.8% |
| Participant deferral / active EE | $13,776 | $8,624+59.7% | $8,363+64.7% | $5,084+171.0% |
| Admin fee / account holder | $96 | $69+39.0% | $11,616-99.2% | $79+21.1% |