Filed December 28, 2005 (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 |
|---|---|---|
AMERICAN FUNDS1 year Filed as: NEWPORT CAPITAL GROUP, LLC Service code 27 · EIN 37-6572947 | Advisory (Plan) | $263,813 |
Service code 37 · EIN 04-2647786 | Loan Processing | $222,216 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $96,120 |
Filed as: GLOBAL RETIREMENT PARNERS Service code 16 · EIN 47-1411118 | Consulting | $86,770 |
Service code 29 · EIN 41-0244008 | Legal | $19,347 |
HOLLAND & KNIGHT3 years Filed as: HOLLAND & KNIGHT LLP Service code 29 · EIN 59-0663819 | Legal | $15,842 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $156,337 | $188,991-17.3% | $103,476+51.1% | $199,593-21.7% |
| Participation rate | 97.0% | 93.2%+3.8pp | 80.5%+16.5pp | 72.0%+25.0pp |
| Annual return | 11.97% | 15.75%-3.8pp | 23.90%-11.9pp | 34.25%-22.3pp |
| Employer contribution / active EE | $7,404 | $6,583+12.5% | $4,672+58.5% | $3,034+144.0% |
| Participant deferral / active EE | $7,951 | $10,334-23.1% | $6,623+20.1% | $5,087+56.3% |
| Admin fee / account holder | $224 | $114+95.5% | $9,413-97.6% | $269-16.7% |