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.3 years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $89,742 |
WHARTONHILL ADVISORS, LLC4+ years Service code 27 · EIN 59-3331424 | Advisory (Plan) | $62,226 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Custodial (securities); Claims proces... | $9,869 |
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 | $16,795 | $37,196-54.8% | $154,107-89.1% | $55,725-69.9% |
| Participation rate | 83.8% | 64.1%+19.7pp | 83.0%+0.7pp | 70.9%+12.9pp |
| Annual return | -5.05% | 1319.68%-1324.7pp | 735.12%-740.2pp | 244.93%-250.0pp |
| Employer contribution / active EE | $1,525 | $1,614-5.5% | $5,298-71.2% | $2,078-26.6% |
| Participant deferral / active EE | $1,675 | $2,068-19.0% | $5,081-67.0% | $3,356-50.1% |
| Admin fee / account holder | $118 | $102+16.3% | $13,411-99.1% | $115+2.6% |