Filed December 11, 2007
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 |
|---|---|---|
WAKEFIELD ASSET MANAGEMENT2+ years Service code 26 7887 E. BELLEVIEW AVE · ENGLEWOOD, CO 80111 | Advisory (Participants) | $42,693 |
Service code 12 · EIN 84-1477138 | Claims processing; Recordkeeping and ... | $8,834 |
NEWPORT GROUP, INC.2+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Shareholder servicing fees; Custodial... | $3,960 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,317 | $42,546-54.6% | $71,796-73.1% | $55,167-65.0% |
| Participation rate | 93.1% | 59.1%+33.9pp | 69.1%+23.9pp | 69.0%+24.1pp |
| Annual return | 7.26% | 12.36%-5.1pp | 78.04%-70.8pp | 169.23%-162.0pp |
| Employer contribution / active EE | $619 | $803-22.9% | $1,924-67.8% | $1,963-68.4% |
| Participant deferral / active EE | $3,028 | $2,064+46.7% | $2,794+8.3% | $3,054-0.9% |
| Admin fee / account holder | $126 | $650-80.7% | $4,815-97.4% | $504-75.1% |