Filed July 2, 2015
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 9-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.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $46,497 |
Service code 27 101 22ND ST · LOMBARD, IL 60148 | Advisory (Plan) | $41,772 |
CBIZ RETIREMENT PLAN SERVICES6+ years Filed as: CBIZ FINANCIAL SOLUTIONS Service code 27 1765 E. SKYLINE DRIVE · TUCSON, AZ 85718 | Advisory (Plan) | $35,158 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $69,221 | $56,095+23.4% | $178,490-61.2% | $90,288-23.3% |
| Participation rate | 46.4% | 65.6%-19.2pp | 81.9%-35.5pp | 73.4%-27.0pp |
| Annual return | 13.60% | 28.81%-15.2pp | 151.07%-137.5pp | 53.97%-40.4pp |
| Employer contribution / active EE | $533 | $1,572-66.1% | $5,011-89.4% | $2,524-78.9% |
| Participant deferral / active EE | $2,928 | $2,669+9.7% | $5,202-43.7% | $4,232-30.8% |
| Admin fee / account holder | $154 | $101+52.7% | $13,984-98.9% | $114+34.8% |