Filed October 27, 2008
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.2+ years Filed as: THE NEWPORT GROUP Service code 16 · EIN 59-3099288 | Consulting | $75,997 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,630 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$44,506 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,768 | $71,802+93.3% | $133,980+3.6% | $57,658+140.7% |
| Participation rate | 95.9% | 85.5%+10.5pp | 87.1%+8.9pp | 70.2%+25.7pp |
| Annual return | 8.08% | 13.51%-5.4pp | 29.30%-21.2pp | 5.13%+2.9pp |
| Employer contribution / active EE | $4,730 | $3,161+49.6% | $5,211-9.2% | $1,974+139.6% |
| Participant deferral / active EE | $6,550 | $4,606+42.2% | $6,282+4.3% | $3,061+114.0% |
| Admin fee / account holder | $40 | $88-54.5% | $9,324-99.6% | $95-57.8% |