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.5 years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Sub-transfer agen... | $94,420 |
WHARTONHILL ADVISORS, LLC6+ years Service code 27 · EIN 59-3331424 | Advisory (Plan) | $48,618 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Claims processing; Custodial (securit... | $6,777 |
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 | $17,041 | $52,293-67.4% | $178,490-90.5% | $73,409-76.8% |
| Participation rate | 88.5% | 65.3%+23.2pp | 81.9%+6.6pp | 72.2%+16.3pp |
| Annual return | 11.86% | 34.75%-22.9pp | 151.07%-139.2pp | 59.29%-47.4pp |
| Employer contribution / active EE | $1,256 | $1,735-27.6% | $5,011-74.9% | $2,234-43.8% |
| Participant deferral / active EE | $1,971 | $2,332-15.5% | $5,202-62.1% | $3,805-48.2% |
| Admin fee / account holder | $98 | $127-23.4% | $13,984-99.3% | $158-38.2% |