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.8 years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $1,024,635 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (discretionary); Trustee (ban... | $64,576 |
INTERNATIONAL MINUTE PRESS7 years Service code 36 6980 OVERLAND ROAD · BOISE, ID 83709 | Copying and duplicating; Other servic... | $6,045 |
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 | $10,314 | $57,150-82.0% | $93,606-89.0% | $106,382-90.3% |
| Participation rate | 70.5% | 49.1%+21.4pp | 68.7%+1.8pp | 69.9%+0.6pp |
| Annual return | 20.77% | 15.81%+5.0pp | 133.20%-112.4pp | 17.37%+3.4pp |
| Employer contribution / active EE | $0 | $1,015-100.0% | $2,420-100.0% | $3,364-100.0% |
| Participant deferral / active EE | $1,677 | $1,853-9.5% | $4,411-62.0% | $5,569-69.9% |
| Admin fee / account holder | $7 | $64-88.4% | $8,285-99.9% | $79-90.6% |