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.8 years Service code 12 · EIN 27-2037969 | Direct payment from the plan; Sub-tra... | $31,989 |
FUND DIRECT ADVISORS10+ years Filed as: FUND EVALUATION GROUP, LLC Service code 16 · EIN 01-0694771 | Consulting | $30,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,305 | $88,890-8.5% | $102,423-20.6% | $77,643+4.7% |
| Participation rate | 86.4% | 80.9%+5.5pp | 76.5%+9.9pp | 70.6%+15.8pp |
| Annual return | 17.42% | 24.98%-7.6pp | 29.32%-11.9pp | 31.24%-13.8pp |
| Employer contribution / active EE | $2,208 | $2,698-18.2% | $3,023-27.0% | $2,726-19.0% |
| Participant deferral / active EE | $3,936 | $5,145-23.5% | $5,053-22.1% | $4,647-15.3% |
| Admin fee / account holder | $135 | $235-42.5% | $9,451-98.6% | $430-68.6% |