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 FUNDS3 years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 12 BROAD ST, 5TH FLOOR · RED BANK, NJ 077011938 | Advisory (Plan) | $8,456 |
TIAA2 years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $150 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $110,607 | $65,322+69.3% | $70,449+57.0% | $73,488+50.5% |
| Participation rate | 100.0% | 77.0%+23.0pp | 75.1%+24.9pp | 70.7%+29.3pp |
| Annual return | 4.79% | 15.71%-10.9pp | 109.03%-104.2pp | 28.51%-23.7pp |
| Employer contribution / active EE | $5,555 | $2,460+125.8% | $2,737+103.0% | $2,270+144.7% |
| Participant deferral / active EE | $6,146 | $3,375+82.1% | $3,709+65.7% | $3,740+64.4% |
| Admin fee / account holder | $20 | $214-90.5% | $3,845-99.5% | $513-96.0% |