Filed January 9, 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 |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $9,432 |
EDWARD JONES1 year Service code 27 12555 MANCHESTER ROAD · SAINT LOUIS, MO 63131 | Advisory (Plan) | $7,261 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,801 | $61,156+59.9% | $185,823-47.4% | $79,386+23.2% |
| Participation rate | 90.4% | 66.6%+23.8pp | 81.7%+8.7pp | 70.7%+19.7pp |
| Annual return | 14.28% | 19.45%-5.2pp | 122.05%-107.8pp | 116.85%-102.6pp |
| Employer contribution / active EE | $6,430 | $2,321+177.1% | $5,167+24.4% | $2,427+164.9% |
| Participant deferral / active EE | $9,813 | $2,789+251.9% | $5,568+76.2% | $4,046+142.6% |
| Admin fee / account holder | $146 | $710-79.4% | $16,237-99.1% | $626-76.6% |