Filed October 18, 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.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $46,376 |
INVESTACORP3+ years Filed as: INVESTACORP ADVISORY SERVICES Service code 27 4400 BISCAYNE BLVD., 11TH FLOOR · MIAMI, FL 33137 | Advisory (Plan) | $41,786 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT CONSULTING GROUP, LLC Service code 27 · EIN 20-4649925 | Advisory (Plan) | $3,820 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $82,057 | $62,267+31.8% | $110,238-25.6% | $55,725+47.3% |
| Participation rate | 81.2% | 78.1%+3.1pp | 79.8%+1.4pp | 70.9%+10.4pp |
| Annual return | 27.20% | -1.07%+28.3pp | 314.74%-287.5pp | 244.93%-217.7pp |
| Employer contribution / active EE | $410 | $1,941-78.9% | $3,826-89.3% | $2,078-80.3% |
| Participant deferral / active EE | $2,168 | $3,516-38.3% | $4,672-53.6% | $3,356-35.4% |
| Admin fee / account holder | $231 | $121+90.7% | $8,547-97.3% | $115+100.1% |