Filed May 17, 2001
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 |
|---|---|---|
Service code 27 · EIN 38-1893570 | Advisory (Plan) | $32,858 |
NEWPORT GROUP, INC.1+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $27,360 |
Annual investment return 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 | $45,356 | $75,183-39.7% | $123,892-63.4% | $55,167-17.8% |
| Participation rate | 88.2% | 72.8%+15.4pp | 81.4%+6.8pp | 69.0%+19.2pp |
| Annual return | 5.53% | 19.01%-13.5pp | 47.52%-42.0pp | 169.23%-163.7pp |
| Employer contribution / active EE | $845 | $2,823-70.1% | $4,617-81.7% | $1,963-56.9% |
| Participant deferral / active EE | $4,240 | $5,084-16.6% | $5,984-29.1% | $3,054+38.8% |
| Admin fee / account holder | $265 | $663-60.0% | $8,357-96.8% | $504-47.4% |