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.6 years Service code 12 · EIN 27-2037969 | Claims processing; Direct payment fro... | $1,100,984 |
INTERNATIONAL MINUTE PRESS5 years Service code 36 6980 OVERLAND ROAD · BOISE, ID 83709 | Participant communication; Copying an... | $106,555 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $9,242 | $47,540-80.6% | $79,550-88.4% | $89,394-89.7% |
| Participation rate | 66.3% | 54.9%+11.4pp | 69.5%-3.2pp | 71.3%-5.0pp |
| Annual return | 2.32% | -8.05%+10.4pp | 0.16%+2.2pp | -11.89%+14.2pp |
| Employer contribution / active EE | $0 | $1,122-100.0% | $2,413-100.0% | $3,022-100.0% |
| Participant deferral / active EE | $1,543 | $1,961-21.3% | $3,985-61.3% | $5,123-69.9% |
| Admin fee / account holder | $5 | $59-91.6% | $6,832-99.9% | $79-93.8% |