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.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $13,486 |
Employer contribution per participant 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 | $47,811 | $60,989-21.6% | $60,874-21.5% | $66,914-28.5% |
| Participation rate | 82.4% | 74.5%+7.9pp | 73.1%+9.3pp | 69.8%+12.6pp |
| Annual return | -10.93% | -9.60%-1.3pp | 16.90%-27.8pp | 1.58%-12.5pp |
| Employer contribution / active EE | $563 | $2,661-78.8% | $2,701-79.1% | $2,544-77.9% |
| Participant deferral / active EE | $4,741 | $3,615+31.1% | $3,817+24.2% | $4,237+11.9% |
| Admin fee / account holder | $108 | $338-68.1% | $3,224-96.7% | $593-81.8% |