Filed May 9, 2016 (most recent of 3 filings on file)
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 Service code 13 · EIN 27-2037969 | Contract Administrator | $16,584 |
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 | $65,635 | $74,089-11.4% | $133,980-51.0% | $55,167+19.0% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.1%+12.9pp | 69.0%+31.0pp |
| Annual return | 8.50% | 12.11%-3.6pp | 29.30%-20.8pp | 169.23%-160.7pp |
| Employer contribution / active EE | $2,003 | $3,064-34.6% | $5,211-61.6% | $1,963+2.1% |
| Participant deferral / active EE | $3,290 | $4,678-29.7% | $6,282-47.6% | $3,054+7.7% |
| Admin fee / account holder | $91 | $458-80.1% | $9,324-99.0% | $504-81.9% |