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.7 years Service code 12 · EIN 27-2037969 | Participant loan processing; Sub-tran... | $115,522 |
ASCENSUS LLC8+ years Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 27 21180 W CAPITOL DRIVE · PEWAUKEE, WI 53072 | Advisory (Plan) | $95,060 |
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 | $61,231 | $81,908-25.2% | $90,749-32.5% | $64,808-5.5% |
| Participation rate | 96.4% | 80.5%+15.9pp | 75.7%+20.7pp | 71.5%+24.9pp |
| Annual return | -12.65% | -12.53%-0.1pp | -12.16%-0.5pp | 32.82%-45.5pp |
| Employer contribution / active EE | $806 | $3,065-73.7% | $2,921-72.4% | $2,506-67.8% |
| Participant deferral / active EE | $4,870 | $4,840+0.6% | $4,564+6.7% | $4,310+13.0% |
| Admin fee / account holder | $163 | $157+3.6% | $8,445-98.1% | $188-13.3% |