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 |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 12 · EIN 27-2037969 | Recordkeeping fees; Direct payment fr... | $72,409 |
GLOBAL RETIREMENT PARTNERS LLC2+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $43,696 |
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 | $51,128 | $74,024-30.9% | $77,999-34.5% | $57,658-11.3% |
| Participation rate | 99.8% | 79.7%+20.1pp | 75.5%+24.3pp | 70.2%+29.6pp |
| Annual return | 7.14% | 12.14%-5.0pp | 425.96%-418.8pp | 5.13%+2.0pp |
| Employer contribution / active EE | $1,966 | $2,365-16.9% | $2,470-20.4% | $1,974-0.4% |
| Participant deferral / active EE | $4,057 | $3,533+14.8% | $3,497+16.0% | $3,061+32.6% |
| Admin fee / account holder | $103 | $93+11.0% | $5,480-98.1% | $95+9.4% |