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 | $327,568 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $313,825 |
NEWPORT GROUP, INC.6 years Filed as: NEWPORT TRUST COMPANY Service code 27 · EIN 27-4411131 | Advisory (Plan) | $115,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $217,854 | $129,756+67.9% | $169,993+28.2% | $103,482+110.5% |
| Participation rate | 99.0% | 91.3%+7.7pp | 87.0%+12.0pp | 73.3%+25.7pp |
| Annual return | 22.17% | 20.17%+2.0pp | 53.37%-31.2pp | 33.11%-10.9pp |
| Employer contribution / active EE | $8,675 | $5,236+65.7% | $6,785+27.8% | $3,208+170.4% |
| Participant deferral / active EE | $14,287 | $8,283+72.5% | $10,408+37.3% | $5,207+174.4% |
| Admin fee / account holder | $94 | $73+29.2% | $12,815-99.3% | $114-17.6% |