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.4 years Service code 12 · EIN 27-2037969 | Claims processing; Recordkeeping fees... | $81,316 |
WHARTONHILL ADVISORS, LLC5+ years Service code 27 · EIN 59-3331424 | Advisory (Plan) | $70,019 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Account maintenance fees; Custodial (... | $3,770 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,310 | $62,928-72.5% | $172,739-90.0% | $67,579-74.4% |
| Participation rate | 87.3% | 64.5%+22.8pp | 82.6%+4.7pp | 71.3%+16.0pp |
| Annual return | 20.72% | 30.36%-9.6pp | 802.84%-782.1pp | 378.56%-357.8pp |
| Employer contribution / active EE | $1,691 | $1,636+3.4% | $5,143-67.1% | $2,148-21.3% |
| Participant deferral / active EE | $1,881 | $2,145-12.3% | $5,198-63.8% | $3,539-46.8% |
| Admin fee / account holder | $114 | $167-31.7% | $13,954-99.2% | $142-20.0% |