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.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $96,745 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $19,928 | $47,456-58.0% | $172,739-88.5% | $77,787-74.4% |
| Participation rate | 46.2% | 66.3%-20.0pp | 82.6%-36.4pp | 73.2%-27.0pp |
| Annual return | 21.63% | 35.57%-13.9pp | 802.84%-781.2pp | 32.57%-10.9pp |
| Employer contribution / active EE | $543 | $1,574-65.5% | $5,143-89.4% | $2,504-78.3% |
| Participant deferral / active EE | $1,579 | $2,560-38.3% | $5,198-69.6% | $3,967-60.2% |
| Admin fee / account holder | $85 | $81+5.7% | $13,954-99.4% | $100-14.6% |