Filed December 16, 2011
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+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $13,663 |
TUCKER ARENSBERG1+ years Filed as: TUCKER FINANCIAL GROUP Service code 27 254 WYNTON BLOUNT LOOP · MONTGOMERY, AL 36117 | Advisory (Plan) | $11,573 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $8,142 | $37,117-78.1% | $147,614-94.5% | $55,191-85.2% |
| Participation rate | 62.3% | 63.6%-1.3pp | 84.6%-22.3pp | 69.2%-6.9pp |
| Annual return | -4.21% | 3.44%-7.7pp | 61.98%-66.2pp | 10.78%-15.0pp |
| Employer contribution / active EE | $1,665 | $1,620+2.7% | $5,564-70.1% | $1,899-12.3% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | $149 | $86+74.5% | $11,611-98.7% | $91+64.5% |