Filed August 9, 2018 (most recent of 3 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 | $119,995 |
AMERICAN FUNDS1 year Filed as: NEWPORT CAPITAL GROUP Service code 16 · EIN 86-1109193 | Consulting | $50,757 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,171 | $59,339-49.2% | $149,673-79.8% | $103,482-70.8% |
| Participation rate | 0.0% | 70.2%-70.2pp | 78.8%-78.8pp | 73.3%-73.3pp |
| Annual return | 17.80% | 77.78%-60.0pp | 134.42%-116.6pp | 33.11%-15.3pp |
| Employer contribution / active EE | $3,306 | $2,178+51.8% | $4,818-31.4% | $3,208+3.1% |
| Participant deferral / active EE | $0 | $3,716-100.0% | $5,680-100.0% | $5,207-100.0% |
| Admin fee / account holder | $17 | $103-83.6% | $13,210-99.9% | $114-85.2% |