Filed April 4, 2018
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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 |
|---|---|---|
NEWPORT GROUP, INC.5+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $96,337 |
BHK INVESTMENT ADVISORS, LLC6+ years Service code 27 200 LAKE SHORE DR., STE. 250 · BIRMINGHAM, AL 35209 | Advisory (Plan) | $57,138 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $134,095 | $78,419+71.0% | $133,956+0.1% | $73,409+82.7% |
| Participation rate | 70.6% | 78.6%-8.0pp | 79.8%-9.2pp | 72.2%-1.5pp |
| Annual return | 19.74% | 33.35%-13.6pp | 45.09%-25.4pp | 59.29%-39.6pp |
| Employer contribution / active EE | $2,031 | $2,044-0.6% | $3,919-48.2% | $2,234-9.1% |
| Participant deferral / active EE | $3,237 | $3,925-17.5% | $5,048-35.9% | $3,805-14.9% |
| Admin fee / account holder | $577 | $161+257.6% | $8,927-93.5% | $158+265.4% |