Filed January 9, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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.6+ years Filed as: MATRIX FINANCIAL SOLUTIONS INC Service code 13 · EIN 20-1591048 | Contract Administrator | $53,365 |
Filed as: MVP PLAN ADMINISTRATORS INC Service code 13 · EIN 56-2263714 | Contract Administrator | $17,290 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $10,669 |
MERCER1 year Filed as: MERCER CAPITAL Service code 34 5100 POPLAR AVE, STE 2600 · MEMPHIS, TN 38137 | Valuation (appraisals, etc.) | $9,350 |
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 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 | $66,199 | $136,307-51.4% | $177,821-62.8% | $73,488-9.9% |
| Participation rate | 84.2% | 86.1%-1.9pp | 87.7%-3.5pp | 70.7%+13.5pp |
| Annual return | 7.24% | 18.68%-11.4pp | 48.32%-41.1pp | 28.51%-21.3pp |
| Employer contribution / active EE | $2,036 | $3,712-45.2% | $5,918-65.6% | $2,270-10.3% |
| Participant deferral / active EE | $3,828 | $5,829-34.3% | $7,714-50.4% | $3,740+2.4% |
| Admin fee / account holder | $357 | $596-40.1% | $12,427-97.1% | $513-30.5% |