Filed January 21, 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.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $55,137 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,068 | $44,989-26.5% | $170,442-80.6% | $77,958-57.6% |
| Participation rate | 28.2% | 64.6%-36.4pp | 83.6%-55.4pp | 71.6%-43.5pp |
| Annual return | 17.52% | 19.61%-2.1pp | 205.93%-188.4pp | 20.87%-3.3pp |
| Employer contribution / active EE | $332 | $1,466-77.4% | $5,433-93.9% | $2,310-85.6% |
| Participant deferral / active EE | $926 | $2,208-58.1% | $4,939-81.3% | $3,537-73.8% |
| Admin fee / account holder | $97 | $69+41.3% | $13,880-99.3% | $970% |