Filed December 1, 2001
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 37 · EIN 04-2647786 | Loan Processing | $44,783 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 31 · EIN 27-4411131 | Named fiduciary | $31,250 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $73,793 | $96,458-23.5% | $136,294-45.9% | $77,958-5.3% |
| Participation rate | 94.6% | 75.4%+19.3pp | 81.9%+12.7pp | 71.6%+23.0pp |
| Annual return | 24.23% | 23.78%+0.5pp | 5155.94%-5131.7pp | 20.87%+3.4pp |
| Employer contribution / active EE | $2,186 | $3,144-30.5% | $4,695-53.4% | $2,310-5.4% |
| Participant deferral / active EE | $9,033 | $5,902+53.0% | $6,247+44.6% | $3,537+155.4% |
| Admin fee / account holder | $12 | $80-84.9% | $9,243-99.9% | $97-87.5% |