Filed August 11, 2012
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 5-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+ years Filed as: NEWPORT CAPITAL GROUP Service code 10 · EIN 86-1109193 | Accounting | $23,834 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,344 | $37,039+141.2% | $147,614-39.5% | $59,188+50.9% |
| Participation rate | 88.2% | 63.8%+24.5pp | 84.6%+3.6pp | 69.4%+18.8pp |
| Annual return | 1.18% | 7.19%-6.0pp | 61.98%-60.8pp | 5.51%-4.3pp |
| Employer contribution / active EE | $1,194 | $1,353-11.7% | $5,564-78.5% | $2,098-43.1% |
| Participant deferral / active EE | $5,200 | $2,094+148.3% | $4,895+6.2% | $3,265+59.3% |
| Admin fee / account holder | $5 | $60-91.0% | $11,611-100.0% | $92-94.1% |