Filed December 21, 2012
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 |
|---|---|---|
Filed as: WEALTH PLAN INVESTMENT MANAGEMENT Service code 26 101 SOUTH 108TH AVENUE · OMAHA, NE 68154 | Advisory (Participants) | $34,881 |
NEWPORT GROUP, INC.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $22,537 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $122,838 | $55,415+121.7% | $155,509-21.0% | $74,495+64.9% |
| Participation rate | 77.8% | 61.9%+15.9pp | 78.2%-0.4pp | 67.2%+10.6pp |
| Annual return | 15.16% | 268.50%-253.3pp | 64.67%-49.5pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $3,135 | $2,267+38.3% | $4,672-32.9% | $2,623+19.5% |
| Participant deferral / active EE | $5,491 | $2,836+93.6% | $5,626-2.4% | $4,346+26.3% |
| Admin fee / account holder | $463 | $1,738-73.4% | $15,912-97.1% | $1,942-76.2% |