Filed June 25, 1990
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.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $11,592 |
FORTUNE 360 GROUP, LLC1 year Filed as: FORTUNE 360 GROUP LLC Service code 26 8211 W BROWARD BLVD. · PLANTATION, FL 33324 | Advisory (Participants) | $10,059 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,722 | $59,263-75.2% | $96,562-84.8% | $79,386-81.5% |
| Participation rate | 80.3% | 61.9%+18.4pp | 69.8%+10.5pp | 70.7%+9.6pp |
| Annual return | 10.30% | 27.07%-16.8pp | 37.78%-27.5pp | 116.85%-106.6pp |
| Employer contribution / active EE | $0 | $1,216-100.0% | $2,356-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,948 | $2,948-33.9% | $3,849-49.4% | $4,046-51.9% |
| Admin fee / account holder | $131 | $658-80.1% | $6,181-97.9% | $626-79.1% |