Filed January 9, 2004
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.4+ years Filed as: MATRIX FINANCIAL SOLUTIONS INC Service code 59 | Shareholder Servicing | $4,500 |
NEWPORT GROUP, INC.4+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 19 · EIN 20-1591048 | Securities Custodian | $0 |
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 | $51,629 | $79,523-35.1% | $140,016-63.1% | $56,287-8.3% |
| Participation rate | 90.5% | 85.7%+4.8pp | 87.5%+3.0pp | 69.9%+20.6pp |
| Annual return | -2.21% | 2.39%-4.6pp | 651.12%-653.3pp | -9.96%+7.8pp |
| Employer contribution / active EE | $1,975 | $3,350-41.0% | $5,606-64.8% | $2,111-6.4% |
| Participant deferral / active EE | $3,621 | $5,129-29.4% | $6,927-47.7% | $3,350+8.1% |
| Admin fee / account holder | $189 | $614-69.3% | $10,705-98.2% | $521-63.8% |