Filed October 18, 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 Service code 12 · EIN 27-2037969 | Direct payment from the plan; Partici... | $144,431 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $301,245 | $153,743+95.9% | $197,124+52.8% | $103,975+189.7% |
| Participation rate | 98.9% | 91.1%+7.8pp | 86.7%+12.2pp | 72.5%+26.4pp |
| Annual return | 15.68% | 17.60%-1.9pp | 44.34%-28.7pp | 19.41%-3.7pp |
| Employer contribution / active EE | $8,403 | $5,424+54.9% | $6,227+34.9% | $3,722+125.7% |
| Participant deferral / active EE | $14,081 | $9,152+53.8% | $9,135+54.1% | $5,343+163.6% |
| Admin fee / account holder | $71 | $131-46.2% | $16,298-99.6% | $332-78.7% |