Filed November 1, 2013 (most recent of 3 filings on file)
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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $65,274 |
CAPFINANCIAL PARTNERS LLC5 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $29,177 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP INC. Service code 49 | Other Services | $10,032 |
NEWPORT GROUP, INC.3 years Service code 49 · EIN 27-2037969 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,450 | $83,884-43.4% | $64,056-25.9% | $74,419-36.2% |
| Participation rate | 82.4% | 76.6%+5.8pp | 72.3%+10.1pp | 70.7%+11.7pp |
| Annual return | 13.59% | 16.57%-3.0pp | 33.69%-20.1pp | 34.38%-20.8pp |
| Employer contribution / active EE | $1,487 | $3,084-51.8% | $2,747-45.9% | $2,637-43.6% |
| Participant deferral / active EE | $3,576 | $3,692-3.1% | $3,880-7.8% | $4,528-21.0% |
| Admin fee / account holder | $90 | $196-54.1% | $3,068-97.1% | $348-74.1% |