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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $134,205 |
Service code 37 · EIN 04-2647786 | Loan Processing | $110,690 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP SECURITIES, INC. Service code 27 · EIN 27-2037969 | Advisory (Plan) | $93,079 |
PROSKAUER ROSE LLP3 years Service code 29 · EIN 13-1840454 | Legal | $64,235 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP CONSULTING, LL Service code 16 · EIN 20-4649925 | Consulting | $10,000 |
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 | $168,958 | $107,459+57.2% | $135,903+24.3% | $80,160+110.8% |
| Participation rate | 98.6% | 78.0%+20.6pp | 81.9%+16.7pp | 72.9%+25.7pp |
| Annual return | 18.13% | 91.91%-73.8pp | 68.23%-50.1pp | 40.38%-22.3pp |
| Employer contribution / active EE | $4,710 | $3,877+21.5% | $4,856-3.0% | $2,978+58.2% |
| Participant deferral / active EE | $10,368 | $8,195+26.5% | $7,758+33.6% | $5,017+106.6% |
| Admin fee / account holder | $93 | $127-26.9% | $10,762-99.1% | $145-36.0% |