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.6 years Service code 13 · EIN 27-2037969 | Contract Administrator | $5,853 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,054 | $89,248-21.5% | $136,007-48.5% | $74,495-6.0% |
| Participation rate | 68.3% | 69.4%-1.1pp | 76.5%-8.2pp | 67.2%+1.1pp |
| Annual return | 11.07% | 22.76%-11.7pp | 579.32%-568.3pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $703 | $2,838-75.2% | $4,217-83.3% | $2,623-73.2% |
| Participant deferral / active EE | $3,782 | $4,598-17.8% | $7,025-46.2% | $4,346-13.0% |
| Admin fee / account holder | $48 | $1,545-96.9% | $6,858-99.3% | $1,942-97.5% |