Filed July 2, 2013
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $195,283 |
Service code 37 · EIN 04-2647786 | Loan Processing | $186,189 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP SECURITIES, INC. Service code 27 · EIN 27-2037969 | Advisory (Plan) | $62,710 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,533 | $122,186+52.7% | $146,958+26.9% | $199,593-6.5% |
| Participation rate | 97.8% | 78.3%+19.5pp | 82.2%+15.6pp | 72.0%+25.8pp |
| Annual return | 15.20% | 30.56%-15.4pp | 418.34%-403.1pp | 34.25%-19.0pp |
| Employer contribution / active EE | $4,407 | $4,093+7.7% | $4,933-10.7% | $3,034+45.3% |
| Participant deferral / active EE | $10,212 | $8,502+20.1% | $8,070+26.5% | $5,087+100.8% |
| Admin fee / account holder | $99 | $179-44.7% | $12,998-99.2% | $269-63.3% |