Filed April 9, 1993 (most recent of 2 filings on file)
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.5 years Filed as: NEWPORT GROUP CONSULTING LLC Service code 27 1350 TREAT BLVD · WALNUT CREEK, CA 94597 | Advisory (Plan) | $71,436 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $71,222 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $43,389 |
FORVIS MAZARS, LLP1 year Service code 10 910 E ST. LOUIS ST STE 400 · SPRINGFIELD, MO 65807 | Accounting | $20,910 |
CROSS FINANCIAL SERVICES1 year Filed as: CROSS POINTE INSURANCE ADVISORS LLC Service code 99 2301 MOORES LN · TEXARKANA, TX 75503 | Other Fees | $300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,128 | $89,436+75.7% | $164,813-4.7% | $77,643+102.4% |
| Participation rate | 60.1% | 78.6%-18.6pp | 78.6%-18.5pp | 70.6%-10.5pp |
| Annual return | 12.94% | 28.83%-15.9pp | 69.93%-57.0pp | 31.24%-18.3pp |
| Employer contribution / active EE | $1,559 | $2,569-39.3% | $4,341-64.1% | $2,726-42.8% |
| Participant deferral / active EE | $4,112 | $4,897-16.0% | $6,031-31.8% | $4,647-11.5% |
| Admin fee / account holder | $483 | $339+42.3% | $12,690-96.2% | $430+12.2% |