Filed May 20, 2019
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 9-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.2 years Service code 12 · EIN 27-2037969 | Claims processing; Direct payment fro... | $7,429 |
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 | $50,568 | $44,873+12.7% | $79,464-36.4% | $56,287-10.2% |
| Participation rate | 95.5% | 68.7%+26.8pp | 73.3%+22.2pp | 69.9%+25.7pp |
| Annual return | -2.80% | 0.81%-3.6pp | 718.14%-720.9pp | -9.96%+7.2pp |
| Employer contribution / active EE | $2,635 | $2,140+23.2% | $2,800-5.9% | $2,111+24.8% |
| Participant deferral / active EE | $2,615 | $2,746-4.8% | $3,704-29.4% | $3,350-21.9% |
| Admin fee / account holder | $14 | $418-96.7% | $5,113-99.7% | $521-97.4% |