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.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $6,975 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $63,301 | $85,202-25.7% | $172,739-63.4% | $72,985-13.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.16% | 27.32%-6.2pp | 802.84%-781.7pp | 81.00%-59.8pp |
| Employer contribution / active EE | $8,642 | $3,324+160.0% | $5,143+68.0% | $2,440+254.2% |
| Participant deferral / active EE | $12,414 | $3,260+280.8% | $5,198+138.8% | $3,607+244.1% |
| Admin fee / account holder | $42 | $5,884-99.3% | $13,954-99.7% | $5,124-99.2% |