Filed November 2, 2004
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.9 years Service code 13 · EIN 27-2037969 | Contract Administrator | $201,910 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 47-1566880 | Advisory (Plan) | $153,335 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,768 | $53,136-6.3% | $155,509-68.0% | $199,593-75.1% |
| Participation rate | 66.4% | 64.1%+2.4pp | 78.2%-11.7pp | 72.0%-5.5pp |
| Annual return | 11.91% | 41.15%-29.2pp | 64.67%-52.8pp | 34.25%-22.3pp |
| Employer contribution / active EE | $2,191 | $1,851+18.4% | $4,672-53.1% | $3,034-27.8% |
| Participant deferral / active EE | $1,978 | $3,161-37.4% | $5,626-64.8% | $5,087-61.1% |
| Admin fee / account holder | $117 | $185-37.2% | $15,912-99.3% | $269-56.7% |