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 | $734,030 |
AMERICAN FUNDS2 years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $155,336 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $73,017 | $73,283-0.4% | $155,509-53.0% | $106,382-31.4% |
| Participation rate | 0.0% | 73.3%-73.3pp | 78.2%-78.2pp | 69.9%-69.9pp |
| Annual return | 17.15% | 15.77%+1.4pp | 64.67%-47.5pp | 17.37%-0.2pp |
| Employer contribution / active EE | $0 | $2,247-100.0% | $4,672-100.0% | $3,364-100.0% |
| Participant deferral / active EE | $6,500 | $4,580+41.9% | $5,626+15.5% | $5,569+16.7% |
| Admin fee / account holder | $70 | $56+25.6% | $15,912-99.6% | $79-11.1% |