Filed July 23, 2009
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 | $13,287 |
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 | $34,378 | $46,292-25.7% | $143,757-76.1% | $64,808-47.0% |
| Participation rate | 60.4% | 64.2%-3.9pp | 80.3%-19.9pp | 71.5%-11.1pp |
| Annual return | -14.77% | -10.05%-4.7pp | -0.04%-14.7pp | 32.82%-47.6pp |
| Employer contribution / active EE | $1,007 | $1,910-47.3% | $4,951-79.7% | $2,506-59.8% |
| Participant deferral / active EE | $3,613 | $2,646+36.6% | $5,637-35.9% | $4,310-16.2% |
| Admin fee / account holder | $31 | $154-80.0% | $14,673-99.8% | $188-83.6% |