Filed January 30, 2015 (most recent of 2 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.9 years Service code 12 · EIN 27-2037969 | Direct payment from the plan; Partici... | $160,140 |
THE CENTURION GROUP, LLC10+ years Service code 27 · EIN 20-8394397 | Advisory (Plan) | $40,032 |
NEWPORT GROUP, INC.9 years Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (discretionary); Trustee (ban... | $36,893 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,705 | $48,698+30.8% | $93,606-31.9% | $199,593-68.1% |
| Participation rate | 97.5% | 63.5%+34.0pp | 68.7%+28.8pp | 72.0%+25.5pp |
| Annual return | 18.08% | 15.34%+2.7pp | 133.20%-115.1pp | 34.25%-16.2pp |
| Employer contribution / active EE | $1,539 | $1,135+35.6% | $2,420-36.4% | $3,034-49.3% |
| Participant deferral / active EE | $4,309 | $2,817+53.0% | $4,411-2.3% | $5,087-15.3% |
| Admin fee / account holder | $119 | $195-39.1% | $8,285-98.6% | $269-55.8% |