Filed January 9, 2013
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 13 · EIN 27-2037969 | Contract Administrator | $13,549 |
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 | $100,089 | $61,272+63.4% | $149,673-33.1% | $71,457+40.1% |
| Participation rate | 79.3% | 62.5%+16.8pp | 78.8%+0.5pp | 67.9%+11.4pp |
| Annual return | 17.51% | 35.85%-18.3pp | 134.42%-116.9pp | 28.85%-11.3pp |
| Employer contribution / active EE | $5,400 | $2,378+127.0% | $4,818+12.1% | $2,588+108.7% |
| Participant deferral / active EE | $9,143 | $2,917+213.4% | $5,680+61.0% | $4,289+113.2% |
| Admin fee / account holder | $135 | $1,261-89.3% | $13,210-99.0% | $1,587-91.5% |