Filed January 6, 2006
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 Filed as: NEWPORT GROUP INC Service code 27 · EIN 27-2037969 | Advisory (Plan) | $49,676 |
MORGAN STANLEY SMITH BARNEY4+ years Service code 15 · EIN 63-1156117 2150 HWY 35, 2ND FLOOR · SEA GIRT, NJ 08750 | Recordkeeping | $45,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $140,237 | $73,102+91.8% | $123,544+13.5% | $56,287+149.1% |
| Participation rate | 94.7% | 74.3%+20.4pp | 82.3%+12.4pp | 69.9%+24.8pp |
| Annual return | 0.40% | 3.01%-2.6pp | 119.20%-118.8pp | -9.96%+10.4pp |
| Employer contribution / active EE | $5,935 | $2,977+99.4% | $4,628+28.2% | $2,111+181.1% |
| Participant deferral / active EE | $7,343 | $5,423+35.4% | $6,426+14.3% | $3,350+119.2% |
| Admin fee / account holder | $496 | $554-10.4% | $9,284-94.7% | $521-4.8% |