Filed September 22, 1992 (most recent of 2 filings on file)
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 | Direct payment from the plan; Recordk... | $68,465 |
FUND DIRECT ADVISORS4+ years Filed as: FUND EVALUATION GROUP, LLC Service code 16 · EIN 01-0694771 | Consulting | $30,016 |
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 | $57,548 | $65,118-11.6% | $76,768-25.0% | $55,725+3.3% |
| Participation rate | 81.4% | 79.6%+1.8pp | 77.0%+4.4pp | 70.9%+10.5pp |
| Annual return | -5.31% | -1.27%-4.0pp | 2.43%-7.7pp | 244.93%-250.2pp |
| Employer contribution / active EE | $1,684 | $1,941-13.3% | $2,485-32.3% | $2,078-19.0% |
| Participant deferral / active EE | $2,714 | $3,688-26.4% | $3,852-29.5% | $3,356-19.1% |
| Admin fee / account holder | $205 | $116+77.1% | $6,675-96.9% | $115+78.1% |