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.3 years Service code 12 · EIN 27-2037969 | Direct payment from the plan; Recordk... | $92,114 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 16 · EIN 13-2638166 | Consulting | $31,988 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Trustee (directed); Trustee (bank, tr... | $13,392 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $69,533 | $65,223+6.6% | $80,019-13.1% | $55,725+24.8% |
| Participation rate | 90.6% | 80.6%+10.0pp | 75.8%+14.8pp | 70.9%+19.7pp |
| Annual return | 87.51% | 7.59%+79.9pp | 11.22%+76.3pp | 244.93%-157.4pp |
| Employer contribution / active EE | $1,528 | $2,544-39.9% | $2,468-38.1% | $2,078-26.5% |
| Participant deferral / active EE | $4,210 | $3,881+8.5% | $3,686+14.2% | $3,356+25.5% |
| Admin fee / account holder | $80 | $114-30.1% | $6,521-98.8% | $115-30.7% |