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.3 years Service code 13 · EIN 27-2037969 | Contract Administrator | $76,657 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,029 | $45,382-51.5% | $154,107-85.7% | $75,289-70.7% |
| Participation rate | 43.9% | 65.9%-22.0pp | 83.0%-39.2pp | 72.4%-28.5pp |
| Annual return | -6.23% | -0.47%-5.8pp | 735.12%-741.3pp | -0.04%-6.2pp |
| Employer contribution / active EE | $494 | $1,533-67.8% | $5,298-90.7% | $2,405-79.5% |
| Participant deferral / active EE | $1,340 | $2,384-43.8% | $5,081-73.6% | $3,739-64.1% |
| Admin fee / account holder | $92 | $89+2.5% | $13,411-99.3% | $102-10.5% |