Filed April 30, 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.6 years Service code 12 · EIN 27-2037969 | Participant loan processing; Recordke... | $157,341 |
ASCENSUS LLC7+ years Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 27 21180 W CAPITOL DRIVE · PEWAUKEE, WI 53072 | Advisory (Plan) | $95,321 |
NEWPORT GROUP, INC.6 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Trustee (bank, trust company, or simi... | $17,023 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,794 | $93,131-17.5% | $106,548-27.9% | $86,799-11.5% |
| Participation rate | 95.8% | 81.4%+14.4pp | 76.1%+19.7pp | 72.3%+23.5pp |
| Annual return | 14.03% | 19.45%-5.4pp | 26.80%-12.8pp | 97.91%-83.9pp |
| Employer contribution / active EE | $781 | $2,895-73.0% | $2,819-72.3% | $2,405-67.5% |
| Participant deferral / active EE | $4,317 | $4,708-8.3% | $4,398-1.8% | $4,131+4.5% |
| Admin fee / account holder | $212 | $145+46.0% | $7,407-97.1% | $170+24.9% |