Filed January 23, 2009
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+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 12 · EIN 62-1868111 | Direct payment from the plan; Recordk... | $61,622 |
WHARTONHILL ADVISORS, LLC1+ years Service code 27 · EIN 59-3331424 | Advisory (Plan) | $39,177 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT RETIREMENT SERVICES, INC Service code 15 | Recordkeeping | $26,332 |
VERISIGHT, INC.1+ years Filed as: VERISIGHT TRUST COMPANY Service code 12 · EIN 27-4411131 | Trustee (directed); Claims processing... | $5,429 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,151 | $37,117-61.9% | $147,614-90.4% | $55,191-74.4% |
| Participation rate | 75.8% | 63.6%+12.2pp | 84.6%-8.8pp | 69.2%+6.6pp |
| Annual return | 9.16% | 3.44%+5.7pp | 61.98%-52.8pp | 10.78%-1.6pp |
| Employer contribution / active EE | $1,104 | $1,620-31.9% | $5,564-80.2% | $1,899-41.9% |
| Participant deferral / active EE | $1,142 | $1,985-42.5% | $4,895-76.7% | $3,046-62.5% |
| Admin fee / account holder | $112 | $86+30.3% | $11,611-99.0% | $91+22.8% |