Filed November 29, 2016
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.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $8,054 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $42,201 | $55,002-23.3% | $59,878-29.5% | $56,287-25.0% |
| Participation rate | 71.9% | 75.9%-4.0pp | 74.7%-2.8pp | 69.9%+2.0pp |
| Annual return | 7.84% | 1.13%+6.7pp | 3.46%+4.4pp | -9.96%+17.8pp |
| Employer contribution / active EE | $450 | $2,448-81.6% | $2,722-83.5% | $2,111-78.7% |
| Participant deferral / active EE | $3,722 | $3,121+19.2% | $3,402+9.4% | $3,350+11.1% |
| Admin fee / account holder | $71 | $236-69.7% | $3,590-98.0% | $521-86.3% |