Filed December 3, 2005
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 6-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 year Filed as: NEWPORT TRUST COMPANY Service code 13 1350 TREAT BOULEVARD, SUITE 300 · WALNUT CREEK, CA 94597 | Contract Administrator | $9,866 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $54,961 | $44,873+22.5% | $79,464-30.8% | $56,287-2.4% |
| Participation rate | 50.4% | 68.7%-18.3pp | 73.3%-22.9pp | 69.9%-19.4pp |
| Annual return | 7.12% | 0.81%+6.3pp | 718.14%-711.0pp | -9.96%+17.1pp |
| Employer contribution / active EE | $0 | $2,140-100.0% | $2,800-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,471 | $2,746+62.8% | $3,704+20.7% | $3,350+33.5% |
| Admin fee / account holder | $54 | $418-87.1% | $5,113-98.9% | $521-89.7% |