Filed January 30, 1
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.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $44,384 |
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 | $94,264 | $81,474+15.7% | $133,956-29.6% | $73,488+28.3% |
| Participation rate | 83.4% | 76.4%+7.1pp | 79.8%+3.6pp | 70.7%+12.8pp |
| Annual return | 17.05% | 19.40%-2.4pp | 45.09%-28.0pp | 28.51%-11.5pp |
| Employer contribution / active EE | $1,554 | $2,209-29.7% | $3,919-60.4% | $2,270-31.6% |
| Participant deferral / active EE | $4,374 | $3,786+15.5% | $5,048-13.4% | $3,740+17.0% |
| Admin fee / account holder | $258 | $713-63.8% | $8,927-97.1% | $513-49.7% |