Filed November 11, 2008 (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 13 · EIN 27-2037969 | Contract Administrator | $10,155 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,715 | $64,919-11.1% | $392,568-85.3% | $65,185-11.5% |
| Participation rate | 85.8% | 72.0%+13.8pp | 78.1%+7.8pp | 70.2%+15.6pp |
| Annual return | 16.21% | 26.09%-9.9pp | 24.42%-8.2pp | 29.38%-13.2pp |
| Employer contribution / active EE | $628 | $2,374-73.6% | $3,783-83.4% | $2,177-71.2% |
| Participant deferral / active EE | $3,572 | $3,668-2.6% | $5,985-40.3% | $3,514+1.7% |
| Admin fee / account holder | $66 | $634-89.7% | $6,260-99.0% | $847-92.3% |