Filed December 12, 2016
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 9-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 Service code 24 · EIN 27-4411131 | Discretionary Trustee | $52,500 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $46,364 |
FOLEY & LARDNER LLP1 year Filed as: FOLEY AND LARDNER Service code 29 · EIN 39-0473800 | Legal | $23,077 |
Participant 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 | $65,600 | $74,347-11.8% | $93,606-29.9% | $67,579-2.9% |
| Participation rate | 99.6% | 80.6%+19.0pp | 75.8%+23.7pp | 71.3%+28.3pp |
| Annual return | 20.84% | 28.07%-7.2pp | 32.76%-11.9pp | 378.56%-357.7pp |
| Employer contribution / active EE | $6,852 | $2,583+165.3% | $2,718+152.1% | $2,148+219.0% |
| Participant deferral / active EE | $0 | $4,060-100.0% | $4,069-100.0% | $3,539-100.0% |
| Admin fee / account holder | $169 | $123+37.9% | $7,888-97.9% | $142+18.9% |