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.9 years Service code 15 · EIN 27-2037969 | Recordkeeping | $105,618 |
HANSEN HUNTER1 year Service code 10 7080 SW FIR LOOP · ROSWELL, NM 88202 | Accounting | $27,744 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,393 | $53,136-29.6% | $155,509-76.0% | $199,593-81.3% |
| Participation rate | 47.2% | 64.1%-16.8pp | 78.2%-30.9pp | 72.0%-24.7pp |
| Annual return | 14.06% | 41.15%-27.1pp | 64.67%-50.6pp | 34.25%-20.2pp |
| Employer contribution / active EE | $666 | $1,851-64.0% | $4,672-85.7% | $3,034-78.1% |
| Participant deferral / active EE | $2,258 | $3,161-28.6% | $5,626-59.9% | $5,087-55.6% |
| Admin fee / account holder | $122 | $185-34.4% | $15,912-99.2% | $269-54.8% |