Filed April 27, 2005 (most recent of 2 filings on file)
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 | Claims processing; Recordkeeping fees... | $37,277 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 16 · EIN 13-2638166 | Consulting | $11,393 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Trustee (directed); Custodial (securi... | $5,845 |
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 | $79,065 | $63,299+24.9% | $91,001-13.1% | $62,292+26.9% |
| Participation rate | 91.2% | 73.3%+17.9pp | 75.6%+15.6pp | 69.5%+21.7pp |
| Annual return | 31.25% | 20.99%+10.3pp | 4.60%+26.6pp | 28.90%+2.4pp |
| Employer contribution / active EE | $1,768 | $1,807-2.2% | $2,456-28.0% | $2,042-13.4% |
| Participant deferral / active EE | $4,634 | $2,943+57.5% | $3,547+30.6% | $3,169+46.2% |
| Admin fee / account holder | $65 | $468-86.1% | $5,417-98.8% | $479-86.4% |