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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $615,549 |
NEWPORT GROUP, INC.8+ years Filed as: NEWPORT GROUP SECURITIES Service code 27 · EIN 59-3099288 | Advisory (Plan) | $143,894 |
PROSKAUER ROSE LLP2 years Service code 27 · EIN 13-1840454 | Advisory (Plan) | $19,359 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $144,631 | $95,388+51.6% | $125,339+15.4% | $77,904+85.7% |
| Participation rate | 95.4% | 78.6%+16.8pp | 82.4%+13.0pp | 73.7%+21.7pp |
| Annual return | -13.82% | 116.19%-130.0pp | 572.05%-585.9pp | 12.21%-26.0pp |
| Employer contribution / active EE | $4,102 | $3,666+11.9% | $4,814-14.8% | $2,848+44.0% |
| Participant deferral / active EE | $8,556 | $7,711+11.0% | $7,446+14.9% | $4,806+78.0% |
| Admin fee / account holder | $172 | $119+44.5% | $10,010-98.3% | $133+29.6% |