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 |
|---|---|---|
FUND DIRECT ADVISORS9+ years Filed as: FUND EVALUATION GROUP, LLC Service code 16 · EIN 01-0694771 | Consulting | $35,728 |
NEWPORT GROUP, INC.7 years Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Participant... | $27,857 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,118 | $99,078-20.1% | $96,544-18.0% | $74,419+6.3% |
| Participation rate | 83.2% | 80.7%+2.5pp | 76.0%+7.2pp | 70.7%+12.5pp |
| Annual return | 16.65% | 22.48%-5.8pp | 25.84%-9.2pp | 34.38%-17.7pp |
| Employer contribution / active EE | $1,940 | $2,570-24.5% | $2,965-34.6% | $2,637-26.5% |
| Participant deferral / active EE | $3,227 | $4,933-34.6% | $4,851-33.5% | $4,528-28.7% |
| Admin fee / account holder | $150 | $225-33.2% | $8,252-98.2% | $348-56.9% |