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 | $705,425 |
AMERICAN FUNDS1 year Filed as: NEWPORT CAPITAL GROUP Service code 16 · EIN 86-1109193 | Consulting | $116,519 |
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 | $65,028 | $59,339+9.6% | $149,673-56.6% | $103,482-37.2% |
| Participation rate | 0.0% | 70.2%-70.2pp | 78.8%-78.8pp | 73.3%-73.3pp |
| Annual return | 22.58% | 77.78%-55.2pp | 134.42%-111.8pp | 33.11%-10.5pp |
| Employer contribution / active EE | $0 | $2,178-100.0% | $4,818-100.0% | $3,208-100.0% |
| Participant deferral / active EE | $7,225 | $3,716+94.4% | $5,680+27.2% | $5,207+38.7% |
| Admin fee / account holder | $69 | $103-33.4% | $13,210-99.5% | $114-39.9% |