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 |
|---|---|---|
Service code 27 6325 RANCH DR. · LITTLE ROCK, AR 72223 | Advisory (Plan) | $26,848 |
NEWPORT GROUP, INC.9+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $16,309 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $69,028 | $122,239-43.5% | $184,203-62.5% | $74,495-7.3% |
| Participation rate | 88.2% | 85.5%+2.7pp | 86.8%+1.3pp | 67.2%+21.0pp |
| Annual return | 11.11% | 19.95%-8.8pp | 28.81%-17.7pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $1,952 | $4,537-57.0% | $6,427-69.6% | $2,623-25.6% |
| Participant deferral / active EE | $4,724 | $7,139-33.8% | $9,131-48.3% | $4,346+8.7% |
| Admin fee / account holder | $303 | $1,260-75.9% | $13,901-97.8% | $1,942-84.4% |