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.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $8,083 |
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 | $64,193 | $73,823-13.0% | $379,746-83.1% | $73,488-12.6% |
| Participation rate | 79.9% | 73.1%+6.7pp | 78.4%+1.4pp | 70.7%+9.2pp |
| Annual return | 6.09% | 29.06%-23.0pp | 34.90%-28.8pp | 28.51%-22.4pp |
| Employer contribution / active EE | $675 | $2,472-72.7% | $3,540-80.9% | $2,270-70.2% |
| Participant deferral / active EE | $3,537 | $4,038-12.4% | $6,024-41.3% | $3,740-5.4% |
| Admin fee / account holder | $54 | $607-91.1% | $7,927-99.3% | $513-89.4% |