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.2 years Service code 12 · EIN 27-2037969 | Claims processing; Direct payment fro... | $79,391 |
GLOBAL RETIREMENT PARTNERS LLC3+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $52,619 |
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 | $55,097 | $75,284-26.8% | $91,001-39.5% | $69,631-20.9% |
| Participation rate | 97.3% | 80.4%+16.9pp | 75.6%+21.7pp | 70.7%+26.6pp |
| Annual return | 16.50% | 48.40%-31.9pp | 4.60%+11.9pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $1,990 | $2,473-19.5% | $2,456-19.0% | $2,032-2.1% |
| Participant deferral / active EE | $4,092 | $3,700+10.6% | $3,547+15.3% | $3,224+26.9% |
| Admin fee / account holder | $118 | $111+6.5% | $5,417-97.8% | $110+6.6% |