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 MANAGEMENT3+ years Service code 26 7887 E. BELLEVIEW AVE · ENGLEWOOD, CO 80111 | Advisory (Participants) | $49,657 |
Service code 12 · EIN 84-1477138 | Participant loan processing; Recordke... | $11,026 |
NEWPORT GROUP, INC.3+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Float revenue; Investment management;... | $4,422 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,525 | $48,064-57.3% | $78,778-73.9% | $69,631-70.5% |
| Participation rate | 88.1% | 61.6%+26.6pp | 69.2%+19.0pp | 70.7%+17.5pp |
| Annual return | 13.12% | 21.81%-8.7pp | 35.62%-22.5pp | 27571.02%-27557.9pp |
| Employer contribution / active EE | $580 | $744-22.0% | $1,986-70.8% | $2,032-71.5% |
| Participant deferral / active EE | $2,873 | $2,079+38.2% | $2,958-2.9% | $3,224-10.9% |
| Admin fee / account holder | $136 | $152-10.7% | $5,134-97.4% | $110+22.9% |