Filed April 2, 2008 (most recent of 2 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 |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 12 · EIN 27-2037969 | Participant loan processing; Recordke... | $33,403 |
Filed as: CARR RGGS & INGRAM, LLC Service code 21 · EIN 72-1396621 | Bank Trustee | $15,073 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,366 | $46,292-15.0% | $143,757-72.6% | $64,808-39.3% |
| Participation rate | 47.2% | 64.2%-17.0pp | 80.3%-33.1pp | 71.5%-24.3pp |
| Annual return | -11.33% | -10.05%-1.3pp | -0.04%-11.3pp | 32.82%-44.2pp |
| Employer contribution / active EE | $709 | $1,910-62.9% | $4,951-85.7% | $2,506-71.7% |
| Participant deferral / active EE | $2,036 | $2,646-23.0% | $5,637-63.9% | $4,310-52.8% |
| Admin fee / account holder | $203 | $154+31.9% | $14,673-98.6% | $188+8.0% |