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 SERVICES8+ years Filed as: HAGAN NEWKIRK Service code 27 6325 RANCH DR. · LITTLE ROCK, AR 72223 | Advisory (Plan) | $21,986 |
NEWPORT GROUP, INC.7+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $19,175 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,266 | $102,553-54.9% | $151,611-69.5% | $66,914-30.9% |
| Participation rate | 86.7% | 85.5%+1.2pp | 87.5%-0.8pp | 69.8%+16.9pp |
| Annual return | -15.24% | -10.82%-4.4pp | 3.33%-18.6pp | 1.58%-16.8pp |
| Employer contribution / active EE | $1,565 | $4,180-62.6% | $6,166-74.6% | $2,544-38.5% |
| Participant deferral / active EE | $3,951 | $6,641-40.5% | $8,363-52.8% | $4,237-6.7% |
| Admin fee / account holder | $277 | $630-56.0% | $11,616-97.6% | $593-53.3% |