Filed August 4, 2009 (most recent of 2 filings on file)
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.3 years Service code 12 · EIN 27-2037969 | Participant loan processing; Direct p... | $230,530 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT INC. Service code 27 3900 TRAVERSE MOUNTAIN BLVD · LEHI, UT 84043 | Advisory (Plan) | $35,000 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Claims processing; Trustee (bank, tru... | $11,073 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,080 | $82,546-58.7% | $140,016-75.7% | $75,289-54.7% |
| Participation rate | 95.9% | 88.4%+7.6pp | 87.5%+8.4pp | 72.4%+23.5pp |
| Annual return | -6.09% | -0.36%-5.7pp | 651.12%-657.2pp | -0.04%-6.1pp |
| Employer contribution / active EE | $2,386 | $3,856-38.1% | $5,606-57.4% | $2,405-0.8% |
| Participant deferral / active EE | $3,232 | $5,731-43.6% | $6,927-53.3% | $3,739-13.5% |
| Admin fee / account holder | $105 | $86+22.9% | $10,705-99.0% | $102+3.0% |