Filed October 21, 2011
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.3+ years Service code 14 · EIN 27-2037969 | Plan Administrator | $21,586 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $66,580 | $80,753-17.6% | $136,294-51.1% | $62,292+6.9% |
| Participation rate | 68.5% | 73.5%-5.1pp | 81.9%-13.5pp | 69.5%-1.1pp |
| Annual return | 15.68% | 35.83%-20.2pp | 5155.94%-5140.3pp | 28.90%-13.2pp |
| Employer contribution / active EE | $513 | $2,884-82.2% | $4,695-89.1% | $2,042-74.9% |
| Participant deferral / active EE | $3,276 | $5,164-36.6% | $6,247-47.6% | $3,169+3.4% |
| Admin fee / account holder | $167 | $525-68.2% | $9,243-98.2% | $479-65.1% |