Filed December 2, 2011
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 Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $39,631 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Trustee (directed); Claims processing... | $5,731 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,844 | $46,173-39.7% | $170,442-83.7% | $69,631-60.0% |
| Participation rate | 93.6% | 63.9%+29.7pp | 83.6%+10.0pp | 70.7%+22.9pp |
| Annual return | 19.83% | 21.62%-1.8pp | 205.93%-186.1pp | 27571.02%-27551.2pp |
| Employer contribution / active EE | $27 | $1,610-98.3% | $5,433-99.5% | $2,032-98.7% |
| Participant deferral / active EE | $2,088 | $2,080+0.4% | $4,939-57.7% | $3,224-35.2% |
| Admin fee / account holder | $113 | $116-2.4% | $13,880-99.2% | $110+2.5% |