Filed November 18, 2004
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.3 years Service code 13 · EIN 27-2037969 | Contract Administrator | $5,585 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $62,483 | $76,000-17.8% | $154,107-59.5% | $64,186-2.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -3.22% | 30.32%-33.5pp | 735.12%-738.3pp | 7.63%-10.8pp |
| Employer contribution / active EE | $5,645 | $3,351+68.5% | $5,298+6.6% | $2,381+137.1% |
| Participant deferral / active EE | $8,241 | $3,175+159.6% | $5,081+62.2% | $3,470+137.5% |
| Admin fee / account holder | $39 | $5,596-99.3% | $13,411-99.7% | $4,888-99.2% |