Filed October 2, 2017
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 |
|---|---|---|
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP Service code 15 · EIN 27-2032969 | Recordkeeping | $26,908 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGAURD Service code 15 · EIN 23-1945930 | Recordkeeping | $0 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,340 | $46,674-47.9% | $117,472-79.3% | $68,494-64.5% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -15.35% | -14.52%-0.8pp | 29.74%-45.1pp | -7.84%-7.5pp |
| Employer contribution / active EE | $3,147 | $1,505+109.2% | $4,176-24.6% | $2,596+21.2% |
| Participant deferral / active EE | $5,455 | $2,636+106.9% | $4,070+34.0% | $4,027+35.5% |
| Admin fee / account holder | $60 | $4,020-98.5% | $5,645-98.9% | $5,403-98.9% |