Filed October 16, 2018 (most recent of 2 filings on file)
Total covered: 10 employees
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 15 · EIN 27-2037969 | Recordkeeping | $15,942 |
HAGAN NEWKIRK FINANCIAL SERVICES5+ years Filed as: HAGAN NEWKIRK Service code 27 6325 RANCH DR. · LITTLE ROCK, AR 72223 | Advisory (Plan) | $15,603 |
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 | $40,222 | $98,982-59.4% | $162,163-75.2% | $65,185-38.3% |
| Participation rate | 89.5% | 85.8%+3.7pp | 87.6%+1.9pp | 70.2%+19.3pp |
| Annual return | 20.37% | 24.84%-4.5pp | 115.59%-95.2pp | 29.38%-9.0pp |
| Employer contribution / active EE | $1,498 | $3,467-56.8% | $5,614-73.3% | $2,177-31.2% |
| Participant deferral / active EE | $3,577 | $5,384-33.6% | $7,298-51.0% | $3,514+1.8% |
| Admin fee / account holder | $229 | $596-61.6% | $10,843-97.9% | $847-73.0% |