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.4 years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Recordkeeping and... | $905,928 |
INTERNATIONAL MINUTE PRESS3 years Service code 36 6980 OVERLAND ROAD · BOISE, ID 83709 | Copying and duplicating; Other fees; ... | $21,122 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 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 | $7,663 | $48,464-84.2% | $90,951-91.6% | $106,222-92.8% |
| Participation rate | 64.7% | 53.1%+11.6pp | 69.0%-4.3pp | 70.8%-6.1pp |
| Annual return | -8.94% | 16.72%-25.7pp | 134.60%-143.5pp | 21.69%-30.6pp |
| Employer contribution / active EE | $0 | $939-100.0% | $2,122-100.0% | $2,723-100.0% |
| Participant deferral / active EE | $1,188 | $1,510-21.3% | $3,373-64.8% | $4,600-74.2% |
| Admin fee / account holder | $58 | $58+0.4% | $5,959-99.0% | $78-25.8% |