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.2+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $14,103 |
WILCOX & SAVAGE, P.C.3+ years Filed as: WILCOX FINANCIAL Service code 27 3400 EXECUTIVE PARKWAY · TOLEDO, OH 43606 | Advisory (Plan) | $13,725 |
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 | $52,242 | $51,466+1.5% | $78,778-33.7% | $62,292-16.1% |
| Participation rate | 76.6% | 59.8%+16.8pp | 69.2%+7.4pp | 69.5%+7.1pp |
| Annual return | 15.60% | 19.96%-4.4pp | 35.62%-20.0pp | 28.90%-13.3pp |
| Employer contribution / active EE | $580 | $827-29.9% | $1,986-70.8% | $2,042-71.6% |
| Participant deferral / active EE | $3,188 | $2,147+48.4% | $2,958+7.8% | $3,169+0.6% |
| Admin fee / account holder | $185 | $489-62.1% | $5,134-96.4% | $479-61.3% |