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.9+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $27,945 |
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 | $54,987 | $47,126+16.7% | $149,673-63.3% | $74,419-26.1% |
| Participation rate | 25.6% | 63.4%-37.8pp | 78.8%-53.2pp | 70.7%-45.2pp |
| Annual return | 50.57% | 22.75%+27.8pp | 134.42%-83.8pp | 34.38%+16.2pp |
| Employer contribution / active EE | $387 | $1,905-79.7% | $4,818-92.0% | $2,637-85.3% |
| Participant deferral / active EE | $1,575 | $2,728-42.3% | $5,680-72.3% | $4,528-65.2% |
| Admin fee / account holder | $68 | $343-80.2% | $13,210-99.5% | $348-80.5% |