Filed October 18, 2004 (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.5+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $97,867 |
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 | $53,738 | $72,066-25.4% | $81,930-34.4% | $90,288-40.5% |
| Participation rate | 90.7% | 78.9%+11.8pp | 72.0%+18.7pp | 73.4%+17.3pp |
| Annual return | 15.20% | 15.92%-0.7pp | 29.49%-14.3pp | 53.97%-38.8pp |
| Employer contribution / active EE | $561 | $2,335-76.0% | $4,310-87.0% | $2,524-77.8% |
| Participant deferral / active EE | $3,044 | $3,557-14.4% | $7,107-57.2% | $4,232-28.1% |
| Admin fee / account holder | $50 | $92-46.4% | $5,158-99.0% | $114-56.6% |