Filed June 22, 2006
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.9 years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Direct payment fr... | $1,052,472 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (bank, trust company, or simi... | $60,575 |
INTERNATIONAL MINUTE PRESS8 years Service code 36 6980 OVERLAND ROAD · BOISE, ID 83709 | Other fees; Other services; Copying a... | $6,045 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $10,613 | $77,577-86.3% | $101,794-89.6% | $140,769-92.5% |
| Participation rate | 71.9% | 56.8%+15.1pp | 69.2%+2.7pp | 74.2%-2.3pp |
| Annual return | 6.84% | 14.47%-7.6pp | 30.53%-23.7pp | 16.82%-10.0pp |
| Employer contribution / active EE | $0 | $1,318-100.0% | $2,289-100.0% | $3,906-100.0% |
| Participant deferral / active EE | $1,580 | $2,205-28.4% | $4,084-61.3% | $6,717-76.5% |
| Admin fee / account holder | $8 | $84-90.9% | $8,777-99.9% | $229-96.7% |