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 | $27,568 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $10,630 |
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 | $20,956 | $63,964-67.2% | $147,614-85.8% | $67,505-69.0% |
| Participation rate | 98.1% | 68.6%+29.5pp | 84.6%+13.4pp | 71.2%+26.9pp |
| Annual return | 3.18% | 9.05%-5.9pp | 61.98%-58.8pp | 6.52%-3.3pp |
| Employer contribution / active EE | $1,427 | $1,618-11.8% | $5,564-74.4% | $2,173-34.3% |
| Participant deferral / active EE | $2,265 | $2,589-12.5% | $4,895-53.7% | $3,597-37.0% |
| Admin fee / account holder | $5 | $43-88.7% | $11,611-100.0% | $56-91.4% |