Filed July 20, 2005 (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.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $23,618 |
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 | $53,560 | $86,286-37.9% | $111,297-51.9% | $85,850-37.6% |
| Participation rate | 92.6% | 73.3%+19.3pp | 77.3%+15.3pp | 69.3%+23.3pp |
| Annual return | 16.29% | 19.99%-3.7pp | 54.65%-38.4pp | 318.53%-302.2pp |
| Employer contribution / active EE | $3,130 | $2,043+53.2% | $2,731+14.6% | $2,565+22.0% |
| Participant deferral / active EE | $4,843 | $3,641+33.0% | $4,487+7.9% | $3,952+22.6% |
| Admin fee / account holder | $152 | $8,188-98.1% | $7,964-98.1% | $6,260-97.6% |