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) | $37,647 |
NEWPORT GROUP, INC.2+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $30,926 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,939 | $80,753-36.9% | $136,294-62.6% | $62,292-18.2% |
| Participation rate | 90.8% | 73.5%+17.3pp | 81.9%+8.9pp | 69.5%+21.3pp |
| Annual return | 18.55% | 35.83%-17.3pp | 5155.94%-5137.4pp | 28.90%-10.3pp |
| Employer contribution / active EE | $1,498 | $2,884-48.1% | $4,695-68.1% | $2,042-26.7% |
| Participant deferral / active EE | $5,878 | $5,164+13.8% | $6,247-5.9% | $3,169+85.5% |
| Admin fee / account holder | $294 | $525-44.0% | $9,243-96.8% | $479-38.6% |