Filed October 1, 2008 (most recent of 4 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.1 year Filed as: NEWPORT TRUST COMPANY Service code 16 · EIN 27-4411131 | Consulting | $143,750 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $122,579 |
Service code 37 · EIN 04-2647786 | Loan Processing | $32,577 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,634 | $82,546+101.9% | $140,016+19.0% | $75,289+121.3% |
| Participation rate | 98.6% | 88.4%+10.3pp | 87.5%+11.2pp | 72.4%+26.2pp |
| Annual return | -4.85% | -0.36%-4.5pp | 651.12%-656.0pp | -0.04%-4.8pp |
| Employer contribution / active EE | $8,157 | $3,856+111.5% | $5,606+45.5% | $2,405+239.2% |
| Participant deferral / active EE | $11,471 | $5,731+100.1% | $6,927+65.6% | $3,739+206.8% |
| Admin fee / account holder | $54 | $86-37.2% | $10,705-99.5% | $102-47.4% |