Filed February 6, 2019
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 |
|---|---|---|
INTEGRITY CAPITAL MANAGEMENT6+ years Service code 26 444 CLINCHFIELD STREET · KINGSPORT, TN 37660 | Advisory (Participants) | $182,420 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT GROUP, INC Service code 15 · EIN 27-2037969 | Recordkeeping | $107,217 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $27,452 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $85,305 | $52,293+63.1% | $178,490-52.2% | $73,409+16.2% |
| Participation rate | 82.4% | 65.3%+17.1pp | 81.9%+0.5pp | 72.2%+10.2pp |
| Annual return | 12.35% | 34.75%-22.4pp | 151.07%-138.7pp | 59.29%-46.9pp |
| Employer contribution / active EE | $2,436 | $1,735+40.4% | $5,011-51.4% | $2,234+9.0% |
| Participant deferral / active EE | $4,925 | $2,332+111.2% | $5,202-5.3% | $3,805+29.4% |
| Admin fee / account holder | $277 | $127+117.8% | $13,984-98.0% | $158+75.7% |