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.8 years Service code 13 · EIN 27-2037969 | Contract Administrator | $115,272 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $9,587 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,865 | $50,127-34.4% | $149,673-78.0% | $80,160-59.0% |
| Participation rate | 45.9% | 64.3%-18.4pp | 78.8%-32.9pp | 72.9%-27.0pp |
| Annual return | 18.77% | 29.82%-11.0pp | 134.42%-115.6pp | 40.38%-21.6pp |
| Employer contribution / active EE | $702 | $1,865-62.4% | $4,818-85.4% | $2,978-76.4% |
| Participant deferral / active EE | $2,093 | $3,194-34.5% | $5,680-63.2% | $5,017-58.3% |
| Admin fee / account holder | $110 | $153-27.9% | $13,210-99.2% | $145-24.1% |