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.7 years Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Recordkeepi... | $1,123,765 |
INTERNATIONAL MINUTE PRESS6 years Service code 36 6980 OVERLAND ROAD · BOISE, ID 83709 | Participant communication; Other fees... | $6,303 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,811 | $53,531-83.5% | $86,188-89.8% | $96,393-90.9% |
| Participation rate | 66.6% | 53.4%+13.2pp | 69.0%-2.3pp | 71.3%-4.7pp |
| Annual return | -4.28% | 20.51%-24.8pp | 1168.45%-1172.7pp | 22.88%-27.2pp |
| Employer contribution / active EE | $0 | $1,158-100.0% | $2,380-100.0% | $3,238-100.0% |
| Participant deferral / active EE | $1,607 | $1,965-18.2% | $3,985-59.7% | $5,455-70.5% |
| Admin fee / account holder | $6 | $55-89.2% | $6,852-99.9% | $74-91.9% |