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.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $7,551 |
Filed as: MERRILL LYNCH Service code 26 550 CALIFORNIA STREET 9TH FLOOR · SAN FRANCISCO, CA 94108 | Advisory (Participants) | $6,878 |
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 | $65,977 | $91,190-27.6% | $178,490-63.0% | $79,858-17.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 12.46% | 24.19%-11.7pp | 151.07%-138.6pp | 31.71%-19.3pp |
| Employer contribution / active EE | $4,396 | $3,256+35.0% | $5,011-12.3% | $2,471+77.9% |
| Participant deferral / active EE | $5,712 | $3,236+76.5% | $5,202+9.8% | $3,740+52.7% |
| Admin fee / account holder | $92 | $6,751-98.6% | $13,984-99.3% | $5,306-98.3% |