Filed October 18, 2004
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.8 years Service code 11 · EIN 27-2037969 | Actuarial | $292,106 |
Filed as: PRINCIPAL Service code 15 · EIN 51-0099493 | Recordkeeping | $175,000 |
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $182,032-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.2%-2.2pp |
| Annual return | 13.41% | 10.30%+3.1pp | 7.70%+5.7pp | 9.11%+4.3pp |
| Employer contribution / active EE | $1,463 | $9,006-83.8% | $28,478-94.9% | $12,231-88.0% |
| Participant deferral / active EE | $0 | $902-100.0% | $49-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $51,246-100.0% | $125-100.0% |