Filed February 29, 1996
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 Service code 15 · EIN 27-2037969 | Recordkeeping | $104,620 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 49 · EIN 26-4310632 | Other Services | $43,897 |
INTERSERV, LLC2+ years Service code 11 307 UNIVERSITY BLVD. NORTH, BLDG. 3 · MOBILE, AL 36688 | Actuarial | $25,961 |
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 | $81,369 | $46,761+74.0% | $106,619-23.7% | $57,658+41.1% |
| Participation rate | 87.9% | 56.9%+31.0pp | 78.0%+9.9pp | 70.2%+17.7pp |
| Annual return | 6.26% | 15.77%-9.5pp | 9.42%-3.2pp | 5.13%+1.1pp |
| Employer contribution / active EE | $1,399 | $1,274+9.8% | $3,947-64.6% | $1,974-29.1% |
| Participant deferral / active EE | $3,740 | $1,954+91.4% | $3,930-4.8% | $3,061+22.2% |
| Admin fee / account holder | $207 | $97+114.2% | $6,418-96.8% | $95+119.3% |