Filed February 29, 1996
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.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $135,522 |
MORGAN STANLEY SMITH BARNEY6+ years Service code 49 · EIN 26-4310632 | Other Services | $119,754 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $117,453 | $58,101+102.2% | $118,925-1.2% | $73,409+60.0% |
| Participation rate | 92.1% | 56.1%+36.0pp | 75.4%+16.7pp | 72.2%+19.9pp |
| Annual return | 16.22% | 20.56%-4.3pp | 35.88%-19.7pp | 59.29%-43.1pp |
| Employer contribution / active EE | $1,374 | $1,445-4.9% | $3,263-57.9% | $2,234-38.5% |
| Participant deferral / active EE | $5,153 | $2,400+114.7% | $4,265+20.8% | $3,805+35.4% |
| Admin fee / account holder | $319 | $138+130.9% | $6,581-95.2% | $158+102.0% |