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 |
|---|---|---|
HAGAN NEWKIRK FINANCIAL SERVICES7+ years Filed as: HAGAN NEWKIRK Service code 27 6325 RANCH DR. · LITTLE ROCK, AR 72223 | Advisory (Plan) | $22,027 |
NEWPORT GROUP, INC.6+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $15,414 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $50,488 | $121,341-58.4% | $189,513-73.4% | $79,386-36.4% |
| Participation rate | 86.7% | 86.1%+0.6pp | 87.8%-1.1pp | 70.7%+16.0pp |
| Annual return | 13.16% | 21.08%-7.9pp | 555.15%-542.0pp | 116.85%-103.7pp |
| Employer contribution / active EE | $1,455 | $3,915-62.8% | $6,162-76.4% | $2,427-40.1% |
| Participant deferral / active EE | $3,665 | $6,395-42.7% | $8,221-55.4% | $4,046-9.4% |
| Admin fee / account holder | $240 | $651-63.2% | $12,045-98.0% | $626-61.7% |