Filed January 7, 2013
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 |
|---|---|---|
VITAL WEALTH MANAGEMENT6 years Service code 26 9501 WEST DEVON AVENUE · ROSEMOUNT, IL 60018 | Advisory (Participants) | $30,112 |
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $20,799 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $82,937 | $42,894+93.4% | $60,874+36.2% | $68,494+21.1% |
| Participation rate | 98.8% | 66.8%+32.0pp | 73.1%+25.7pp | 67.9%+30.9pp |
| Annual return | -14.98% | -13.98%-1.0pp | 16.90%-31.9pp | -7.84%-7.1pp |
| Employer contribution / active EE | $4,599 | $1,978+132.5% | $2,701+70.3% | $2,596+77.2% |
| Participant deferral / active EE | $4,768 | $2,867+66.3% | $3,817+24.9% | $4,027+18.4% |
| Admin fee / account holder | $388 | $3,101-87.5% | $3,224-88.0% | $5,403-92.8% |