Filed April 6, 2006 (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.3 years Filed as: MATRIX FINANCIAL SOLUTIONS, INC Service code 33 · EIN 20-1591048 | Sub-transfer agency fees; Other servi... | $2,252 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,638 | $44,221-26.2% | $121,196-73.1% | $56,287-42.0% |
| Participation rate | 69.1% | 61.1%+8.0pp | 71.7%-2.7pp | 69.9%-0.8pp |
| Annual return | -3.50% | -3.58%+0.1pp | 16.93%-20.4pp | -9.96%+6.5pp |
| Employer contribution / active EE | $1,121 | $1,480-24.3% | $4,022-72.1% | $2,111-46.9% |
| Participant deferral / active EE | $2,032 | $2,521-19.4% | $3,344-39.3% | $3,350-39.4% |
| Admin fee / account holder | $0 | $480-100.0% | $5,019-100.0% | $521-100.0% |