Filed August 26, 2004
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 13 · EIN 27-2037969 | Contract Administrator | $20,480 |
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 | $142,447 | $52,953+169.0% | $172,739-17.5% | $65,185+118.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 22.72% | 30.12%-7.4pp | 802.84%-780.1pp | 29.38%-6.7pp |
| Employer contribution / active EE | $8,067 | $2,190+268.4% | $5,143+56.9% | $2,177+270.6% |
| Participant deferral / active EE | $11,065 | $2,471+347.9% | $5,198+112.9% | $3,514+214.9% |
| Admin fee / account holder | $62 | $472-86.9% | $13,954-99.6% | $847-92.7% |