Filed February 27, 2014
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.1 year Filed as: NEWPORT GROUP Service code 15 · EIN 27-2037969 | Recordkeeping | $151,902 |
ADP BROKER-DEALER2+ years Filed as: PENSION CONSULTANTS Service code 27 300 S CAMPBELL · SPRINGFILED, MO 65806 | Advisory (Plan) | $45,392 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES Service code 27 700 WEST 47TH STREET · KANSAS SITY, MO 64112 | Advisory (Plan) | $5,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,114 | $80,354-70.0% | $133,980-82.0% | $63,975-62.3% |
| Participation rate | 96.5% | 87.5%+9.0pp | 87.1%+9.4pp | 71.1%+25.4pp |
| Annual return | 12.85% | 13.11%-0.3pp | 29.30%-16.5pp | 48.65%-35.8pp |
| Employer contribution / active EE | $3,153 | $3,503-10.0% | $5,211-39.5% | $2,182+44.5% |
| Participant deferral / active EE | $3,992 | $5,239-23.8% | $6,282-36.4% | $3,356+18.9% |
| Admin fee / account holder | $88 | $69+26.8% | $9,324-99.1% | $70+24.7% |