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.5+ years Filed as: MATRIX FINANCIAL SOLUTIONS INC Service code 59 | Shareholder Servicing | $4,500 |
NEWPORT GROUP, INC.5+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 19 · EIN 20-1591048 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,854 | $98,982-41.6% | $162,163-64.3% | $65,185-11.2% |
| Participation rate | 88.1% | 85.8%+2.3pp | 87.6%+0.5pp | 70.2%+17.9pp |
| Annual return | 16.08% | 24.84%-8.8pp | 115.59%-99.5pp | 29.38%-13.3pp |
| Employer contribution / active EE | $2,036 | $3,467-41.3% | $5,614-63.7% | $2,177-6.5% |
| Participant deferral / active EE | $3,746 | $5,384-30.4% | $7,298-48.7% | $3,514+6.6% |
| Admin fee / account holder | $227 | $596-61.9% | $10,843-97.9% | $847-73.2% |