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 with Solo.
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| Provider | Service type | Compensation |
|---|---|---|
WAKEFIELD ASSET MANAGEMENT4+ years Service code 26 7887 E. BELLEVIEW AVE · ENGLEWOOD, CO 80111 | Advisory (Participants) | $54,761 |
Service code 12 · EIN 84-1477138 | Recordkeeping fees; Sub-transfer agen... | $9,806 |
NEWPORT GROUP, INC.4+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Direct payment from the plan; Float r... | $5,039 |
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 | $17,330 | $35,485-51.2% | $74,550-76.8% | $55,725-68.9% |
| Participation rate | 91.2% | 62.5%+28.6pp | 69.1%+22.0pp | 70.9%+20.3pp |
| Annual return | -5.75% | 0.72%-6.5pp | 32.53%-38.3pp | 244.93%-250.7pp |
| Employer contribution / active EE | $644 | $777-17.1% | $1,961-67.1% | $2,078-69.0% |
| Participant deferral / active EE | $3,022 | $2,181+38.6% | $3,108-2.8% | $3,356-9.9% |
| Admin fee / account holder | $121 | $114+5.8% | $5,060-97.6% | $115+5.0% |