Filed May 3, 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 |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $51,799 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 15 | Recordkeeping | $33,528 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT RETIREMENT SERVICES INC. Service code 12 · EIN 62-1868111 | Recordkeeping fees; Sub-transfer agen... | $24,426 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT RETIREMENT SERVICES, INC Service code 15 | Recordkeeping | $11,438 |
VERISIGHT, INC.1+ years Filed as: VERISIGHT TRUST COMPANY Service code 12 · EIN 27-4411131 | Trustee (bank, trust company, or simi... | $7,887 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $51,048 | $62,324-18.1% | $68,509-25.5% | $55,191-7.5% |
| Participation rate | 99.2% | 78.9%+20.3pp | 74.7%+24.5pp | 69.2%+30.0pp |
| Annual return | -1.03% | 4.26%-5.3pp | 8.27%-9.3pp | 10.78%-11.8pp |
| Employer contribution / active EE | $1,973 | $2,223-11.2% | $2,278-13.4% | $1,899+3.9% |
| Participant deferral / active EE | $4,048 | $3,425+18.2% | $3,382+19.7% | $3,046+32.9% |
| Admin fee / account holder | $134 | $91+46.2% | $5,275-97.5% | $91+47.1% |