Filed June 25, 1990
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 |
|---|---|---|
FORTUNE 360 GROUP, LLC3 years Filed as: FORTUNE 360 GROUP LLC Service code 26 8211 W BROWARD BLVD. · PLANTATION, FL 33324 | Advisory (Participants) | $16,947 |
NEWPORT GROUP, INC.3 years Service code 13 · EIN 27-2037969 | Contract Administrator | $16,657 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $19,403 | $54,701-64.5% | $86,188-77.5% | $71,457-72.8% |
| Participation rate | 85.3% | 60.1%+25.2pp | 69.0%+16.3pp | 67.9%+17.3pp |
| Annual return | 23.21% | 20.06%+3.2pp | 1168.45%-1145.2pp | 28.85%-5.6pp |
| Employer contribution / active EE | $442 | $1,265-65.0% | $2,380-81.4% | $2,588-82.9% |
| Participant deferral / active EE | $4,083 | $3,108+31.4% | $3,985+2.5% | $4,289-4.8% |
| Admin fee / account holder | $150 | $1,922-92.2% | $6,852-97.8% | $1,587-90.5% |