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.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $93,483 |
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 | $21,395 | $56,095-61.9% | $178,490-88.0% | $90,288-76.3% |
| Participation rate | 37.6% | 65.6%-27.9pp | 81.9%-44.3pp | 73.4%-35.7pp |
| Annual return | 17.51% | 28.81%-11.3pp | 151.07%-133.6pp | 53.97%-36.5pp |
| Employer contribution / active EE | $378 | $1,572-76.0% | $5,011-92.5% | $2,524-85.0% |
| Participant deferral / active EE | $1,066 | $2,669-60.1% | $5,202-79.5% | $4,232-74.8% |
| Admin fee / account holder | $71 | $101-29.8% | $13,984-99.5% | $114-38.0% |