Filed August 11, 2008
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+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $16,909 |
WILCOX & SAVAGE, P.C.2+ years Filed as: WILCOX FINANCIAL Service code 27 3400 EXECUTIVE PARKWAY · TOLEDO, OH 43606 | Advisory (Plan) | $16,045 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,550 | $42,546+11.8% | $71,796-33.8% | $55,167-13.8% |
| Participation rate | 54.2% | 59.1%-4.9pp | 69.1%-14.9pp | 69.0%-14.7pp |
| Annual return | 7.40% | 12.36%-5.0pp | 78.04%-70.6pp | 169.23%-161.8pp |
| Employer contribution / active EE | $397 | $803-50.6% | $1,924-79.4% | $1,963-79.8% |
| Participant deferral / active EE | $2,200 | $2,064+6.6% | $2,794-21.3% | $3,054-28.0% |
| Admin fee / account holder | $266 | $650-59.1% | $4,815-94.5% | $504-47.3% |