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.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $13,810 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,961 | $55,415+102.0% | $155,509-28.0% | $74,495+50.3% |
| Participation rate | 80.5% | 61.9%+18.6pp | 78.2%+2.3pp | 67.2%+13.3pp |
| Annual return | 14.85% | 268.50%-253.6pp | 64.67%-49.8pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $6,105 | $2,267+169.3% | $4,672+30.7% | $2,623+132.7% |
| Participant deferral / active EE | $10,165 | $2,836+258.4% | $5,626+80.7% | $4,346+133.9% |
| Admin fee / account holder | $127 | $1,738-92.7% | $15,912-99.2% | $1,942-93.5% |