Filed May 14, 2015
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 |
|---|---|---|
AMERICAN FUNDS1 year Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 12 BROAD STREET, 5TH FLOOR · RED BANK, NJ 077011938 | Advisory (Plan) | $8,079 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,441 | $55,002+89.9% | $59,878+74.4% | $56,287+85.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.7%+25.3pp | 69.9%+30.1pp |
| Annual return | 8.68% | 1.13%+7.5pp | 3.46%+5.2pp | -9.96%+18.6pp |
| Employer contribution / active EE | $4,925 | $2,448+101.2% | $2,722+80.9% | $2,111+133.3% |
| Participant deferral / active EE | $5,101 | $3,121+63.4% | $3,402+50.0% | $3,350+52.3% |
| Admin fee / account holder | $20 | $236-91.5% | $3,590-99.4% | $521-96.2% |