Filed June 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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 84-1477138 | Recordkeeping fees; Sub-transfer agen... | $6,029 |
NEWPORT GROUP, INC.1+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Shareholder servicing fees; Investmen... | $4,748 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,730 | $48,313+58.8% | $73,307+4.7% | $52,331+46.6% |
| Participation rate | 58.7% | 68.6%-9.8pp | 74.9%-16.2pp | 68.1%-9.4pp |
| Annual return | 0.85% | 3.85%-3.0pp | 5.67%-4.8pp | 4.54%-3.7pp |
| Employer contribution / active EE | $1,630 | $1,661-1.9% | $3,237-49.6% | $1,882-13.4% |
| Participant deferral / active EE | $4,323 | $4,189+3.2% | $4,991-13.4% | $3,022+43.1% |
| Admin fee / account holder | $91 | $404-77.4% | $5,637-98.4% | $592-84.6% |