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.5+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $22,717 |
HAGAN NEWKIRK FINANCIAL SERVICES6+ years Filed as: HAGAN NEWKIRK Service code 27 6325 RANCH DR. · LITTLE ROCK, AR 72223 | Advisory (Plan) | $10,175 |
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 | $48,515 | $136,307-64.4% | $177,821-72.7% | $73,488-34.0% |
| Participation rate | 90.9% | 86.1%+4.8pp | 87.7%+3.2pp | 70.7%+20.2pp |
| Annual return | 13.64% | 18.68%-5.0pp | 48.32%-34.7pp | 28.51%-14.9pp |
| Employer contribution / active EE | $1,629 | $3,712-56.1% | $5,918-72.5% | $2,270-28.3% |
| Participant deferral / active EE | $4,009 | $5,829-31.2% | $7,714-48.0% | $3,740+7.2% |
| Admin fee / account holder | $237 | $596-60.2% | $12,427-98.1% | $513-53.8% |