Filed September 22, 1992 (most recent of 2 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.6 years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $119,215 |
FUND DIRECT ADVISORS8+ years Filed as: FUND EVALUATION GROUP, LLC Service code 16 · EIN 01-0694771 | Consulting | $22,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,263 | $72,254-5.5% | $86,677-21.2% | $64,808+5.3% |
| Participation rate | 86.7% | 80.4%+6.3pp | 76.6%+10.1pp | 71.5%+15.2pp |
| Annual return | -17.38% | 392.42%-409.8pp | 35.91%-53.3pp | 32.82%-50.2pp |
| Employer contribution / active EE | $1,970 | $2,393-17.7% | $2,836-30.5% | $2,506-21.4% |
| Participant deferral / active EE | $3,337 | $4,658-28.4% | $4,656-28.3% | $4,310-22.6% |
| Admin fee / account holder | $318 | $174+82.7% | $7,493-95.8% | $188+69.2% |