Filed October 31, 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.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT GROUP SECUR Service code 26 · EIN 59-3099288 | Advisory (Participants) | $26,096 |
CLIFTONLARSONALLEN LLP1+ years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $15,300 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,387 |
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 | $69,737 | $72,770-4.2% | $67,652+3.1% | $55,191+26.4% |
| Participation rate | 82.4% | 78.8%+3.6pp | 75.7%+6.7pp | 69.2%+13.2pp |
| Annual return | 2.08% | -3.26%+5.3pp | 6625.04%-6623.0pp | 10.78%-8.7pp |
| Employer contribution / active EE | $2,705 | $1,769+52.9% | $2,266+19.4% | $1,899+42.4% |
| Participant deferral / active EE | $5,890 | $3,408+72.8% | $3,560+65.5% | $3,046+93.4% |
| Admin fee / account holder | $54 | $79-31.0% | $4,821-98.9% | $91-40.1% |