Filed January 23, 2009
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 |
|---|---|---|
WHARTONHILL ADVISORS, LLC7+ years Service code 27 · EIN 59-3331424 | Advisory (Plan) | $80,230 |
NEWPORT GROUP, INC.6 years Service code 12 · EIN 27-2037969 | Participant loan processing; Claims p... | $67,567 |
NEWPORT GROUP, INC.6 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Custodial (securities); Account maint... | $8,266 |
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 | $18,480 | $56,485-67.3% | $185,823-90.1% | $86,799-78.7% |
| Participation rate | 86.7% | 65.5%+21.3pp | 81.7%+5.0pp | 72.3%+14.5pp |
| Annual return | 11.95% | 118.04%-106.1pp | 122.05%-110.1pp | 97.91%-86.0pp |
| Employer contribution / active EE | $1,254 | $1,843-32.0% | $5,167-75.7% | $2,405-47.9% |
| Participant deferral / active EE | $2,091 | $2,553-18.1% | $5,568-62.4% | $4,131-49.4% |
| Admin fee / account holder | $100 | $150-33.0% | $16,237-99.4% | $170-40.9% |